_Horizontal_Color.png)
Our Team
Alex Westberry, CFP®, RMA®
CEO / Financial Advisor
Alex is an established financial advisor with more than 15 years of experience.
Kay Pinkerton, M.A.
Business Development & Communications Associate
Kay brings a wealth of experience, particularly in public relations and integrated marketing communications.
Helen Martin
Client Services Manager
Helen Martin focuses on account management, client support, and day-to-day operations.