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

Women and Money: Taking Charge of Your Financial Future


Wealth Management Team

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

Senior Client Private Advisor

John W. Cooper, CFP®

Senior Private Client Advisor


Denise H. Lollis, CPFA®

Chief Operating Officer
Chief Compliance Officer

Callie Bradshaw

Private Client Specialist

Brian L. Disher, CFP®

Director of Wealth Management

Quintin A. Pile, CFP®

Private Client Advisor


William M Coxe, Jr., CRPC

Private Client Advisor

Kalisse Evert

Marketing Manager

K. Diane Smith

Private Client Administrator