Our Team

The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

David Ealy

Wealth Advisor

Donna Negus

Wealth Advisor

Tom Ealy

Wealth Advisor

Syndi Norton

Administrative Assistant

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Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

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Our Team

The Professionals Behind Your Strategy

David Ealy

Donna Negus

Tom Ealy

Syndi Norton

Get StartedReady to Take the Next Step?

^{Get Started}
Ready to Take the Next Step?