Richard “Rick” W. Stout III
CFP®, MPAS℠, AIF®, MBA
Rick is a Certified Financial Planning™ Professional and holds the Accredited Investment Fiduciary® designation. He specializes in complex financial planning and investment management strategies for his clientele of high-net-worth individuals, families, non-profit organizations and corporate pension plans.
Thomas “Tom” J. Britt
CFP®, MPAS℠, CIMA®, MBA
Tom’s life experience includes over 20 years in the financial services industry, 10 years in engineering as an Operations Supervisor for a Fortune 500 subsidiary and he is a proud Veteran of the United States Navy Submarine Force. Tom assists clients in creating and executing wealth management strategies to help guide his clients towards achieving their financial goals.