OUR TEAM

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

John Day

John E. Day, MBA, LUTCF Ext. 214

Financial Advisor and Registered Principal, LPL Financial

Matthew Day

Matthew J. Day, CFP®, AIF® Ext. 212

CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®

Michael Branthover

Michael J. Branthover, CFP® Ext. 219

CERTIFIED FINANCIAL PLANNER™, Director of Operations

Shantia McMillon

Shantia McMillon

Virtual Administrative Assistant