Broker Check

Advice You Can Trust

Tye Pipkin

Tye L. Pipkin

Wealth Management Advisor

Kenneth Pipkin

Kenneth L. Pipkin, CFP®

Trust Officer, Financial Advisor

Kristen Moore

Kristen M. Moore

Client Relationship Manager

Joseph McQuaid

Joseph McQuaid

Director of Client Relations

Scott Poore

Scott Poore

Portfolio Manager

What Sets Us Apart

What Sets Us Apart

We are unique because we are a private, family owned business providing quality personal service with attention to detail. Our team is one that you can feel comfortable with and trust. We have the resources of much larger firms for investment advice, but with a customized approach to meet your individual needs. We encourage family involvement by qualified members- family involvement also guarantees a dedication to success (vested interest).

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