Joseph R. McNair, CFP®, JD, CPA Partner, Regional Director, Wealth Advisor

Pensacola, FL

850.444.7253

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Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

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Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

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Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola, FL

850.444.7272

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Pete Lauter, AAMS® Wealth Advisor

Pensacola, FL

850-938-4450

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Joshua G. Miller, CPA, CFA, CIPM Senior Investment Analyst

Pensacola, FL

850.444.7205

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Hannah Quinlan Client Service Associate

Pensacola, FL

850.961.9418

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Ashley D. Tucker, CFP® Director of Client Experience

Pensacola, FL

850.444.7271

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