Trusted Partners for the Long-Term

We take the time to understand what matters most to you—and build a plan that supports your unique situation, both now and in the future.

Meet Our Team

Working Together to Deliver You a
Seamless Client Experience

Wealth Advisors

  • John West III, MBA, CFP®John West III, MBA, CFP® hover

    John West III, MBA, CFP®

    President & Senior Advisor

    Get to know John

    About John
  • Kyron Harold, MS, CFAKyron Harold, MS, CFA hover

    Kyron Harold, MS, CFA

    Advisor, Senior Financial Analyst, CCO

    Get to know Kyron

    About Kyron
  • Eric Walter, MBA, CFP®Eric Walter, MBA, CFP® hover

    Eric Walter, MBA, CFP®

    Advisor, Financial Planner

    Get to know Eric

    About Eric

Operations & Support

  • Caitlyn CawthonCaitlyn Cawthon hover

    Caitlyn Cawthon

    Client Service Coordinator

    Get to know Caitlyn

    About Caitlyn
  • Adam RochbergAdam Rochberg hover

    Adam Rochberg

    Paraplanner

    Get to know Adam

    About Adam
  • Pam BertramPam Bertram hover

    Pam Bertram

    Administrative Assistant

    Get to know Pam

    About Pam

Our Professional Affiliations

Giving Back to Our Community

Since 2008, the firm has given over $350,000
to local charities.