Team
We seek to passionately and empathetically provide the highest standard of fiduciary care, always putting our partners' clients' best interests before our own.
J. Bryan Ballentine, CFP®, CRPC™
President & Founder
Anthony Colancecco Jr, CFP®, CRPC™
COO & Founder
Sam LaCroce, CFP®, CRPC™
Wealth Advisor
Valerie Campbell
Office Manager
Shannon Hume
Bookkeeper and Administrative Assistant
Katelyn Ferrell
Marketing & Client Experience Coordinator
Jordan Durham, CRPC™, MBA
Marketing & Brand Strategist