Our Team

Jonathan Waters began his career as a financial advisor in 2007. Jonathan’s goal is to help families and business owners achieve financial freedom by establishing and accomplishing their goals, and to become a lifetime resource...

Steve Hawkins joined our team in August of 2018, after a 25-year career with American Express as a manager for travel and financial services. Steve is responsible for submitting new account applications, processing and following up on...

Courtney rejoined our practice in March 2022. As Director of Marketing Operations, Courtney runs the practices' social media channels, eNewsletter, client events and the website.

Katie Waters has been involved in our practice since April of 2010. In her role as Practice Manager, she is responsible for coordinating the daily activities of our office that are necessary to ensure that we continually deliver the...

Alan Becke has been providing professional financial advice for over twenty-five years. Alan strives to provide a safe environment in which people can discover how to make smart choices with their money so they can have what they truly...