Lasting relationships. For all that matters

Three generations in the front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • daniel

    Daniel Latimer

    Vice President–Wealth Management

    Financial Advisor

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  • jason

    Jason Kimmell

    First Vice President–Wealth Management

    Financial Advisor

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  • nicole

    Nicole Wesley

    Wealth Strategy Associate

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  • tonya

    Tonya Latimer

    Client Service Associate

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Goals-based planning

Goals-based planning


A way forward

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs


Insights and education from our team

Finance made easy with Carin, Kelli & EB

Our podcast series is designed to demystify financial topics and educate every generation. The podcasts are easy conversations between Carin and EB about all sorts of financial topics. Our goal is to make understanding money easy for you.

Leaving the nest
This four-part series tells you what you need to know to get started managing your own financial life. Whether you’re off to college, starting your first job or moving out of your parents’ house, we have good advice for you.

  • Getting organized and creating a budget: How to spend—and save—wisely?
  • Credit vs. debt: Is there such a thing as good debt?
  • Company benefits at your first job: I got a job, now what do I do?
  • Investing: How to get started?

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020


Euromoney Private Banking and Wealth Management Survey, 2021