Our Team

Katie Millar, CFP®

Principal

Larry B. Loethen, Jr.

Principal

   

Carolyn White

Chief Operations Officer

Courtney Carter

Branch Administrator

   

Hope Wooldridge

Branch Adminstrator

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals