Meet The Team
At our core is a team of professionals delivering clear, actionable advice. We focus on supporting informed financial decision-making and aligning strategies with each client’s specific goals and priorities. More than advisors, we seek to build, protect, and sustain legacies, guided by our mission to make a meaningful difference in clients’ lives.
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Michael J. Mess
Managing Partner & Wealth Advisor
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John Rogers
Managing Partner & Wealth Advisor
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Kevin Boutwell, CFP®, CIMA®
Wealth Advisor & Co-Founder
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Michael Collopy, CFP®, CIMA®
Wealth Advisor & Co-Founder
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C. Lee Liscom, CFA®, CKA®
Partner & Wealth Advisor
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Matthew G. Harwell
Wealth Advisor
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M. Hannah Liscom
Client Relationship Manager
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Ben Matzell
Wealth Advisor
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John Rinker, CFP®
Wealth Advisor
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Chandler Warren
Client Relationship Manager
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Margaret Dragolovich
Business Analyst
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Stephanie Pintacuda
Executive Administrator
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