Women and Money: Take Charge of Your Financial Future
Wealth Management Philosophy

Women face many unique financial challenges throughout their lifetime, yet today, women have never been in a better position to achieve financial security.

In my Women & Money Guide, I cover those unique challenges and 6 steps to take charge of your finances and ensure your financial future.

Request your copy today by filling out the form.

Start Your Journey Towards Financial Security

Wealth Management Team

Melissa D. Bane, CPA, CFP®, PFS®, ChFC

Senior Client Private Advisor

John W. Cooper, CFP®

Senior Private Client Advisor

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Denise H. Lollis, CPFA®

Chief Operating Officer
Chief Compliance Officer

Callie Bradshaw

Private Client Specialist

Brian L. Disher, CFP®

Director of Wealth Management

K. Diane Smith

Private Client Administrator

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William M Coxe, Jr., CRPC

Private Client Advisor

Germein De Sario

Private Client Administrator