Our Team

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Sharon Starkey, CFP®,CDFA®

Managing Partner

Christopher W. Parsons

Managing Partner

Jeffrey T. Huff

Managing Partner

Derick E. Starkey

Administrative Manager

Jana Nuzman

Senior Registered Client Associate

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.