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Our Team

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Douglas L. Cooper

Senior Vice President, Investments Wealth Management Specialist

W. Joshua Cooper

Financial Advisor

Kelly Kirtley

Registered Sales Associate

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Business Owners

06/10/2018

Unique solutions for business owners and entrepreneurs.

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Corporate Retirement Plans

06/08/2018

Helping you establish and oversee a variety of plans

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Endowments & Foundations

06/08/2018

Delivering strategic solutions to support and sustain the mission of your foundation

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Families & Individuals

06/08/2018

A pragmatic approach to wealth management

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Retirees

06/10/2018

Nurturing wealth so you can live a longer, better life.

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Business Hours: Monday through Friday 8:30 AM - 4:30 PM

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