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Our Team

David Tolson Profile

David Tolson

Managing Director – Investment Services, Wealth Advisor

Stephanie Lingle profile

Stephanie Lingle

LPL Registered Administrative Assistant

Lancaster County

Samantha Gainer profile

Samantha Gainer

Administrative Assistant

Lancaster County

Keith Benton

CFP® Financial Consultant

Mecklenburg County, York County

Crystal Dunaway profile

Crystal Dunaway

LPL Registered Administrative Assistant

York County

Zachary Boerger Profile

Zachary Boerger

Financial Consultant

Laurens County, Pickens County, Spartanburg County

Cody Bowers profile

Cody Bowers

Financial Consultant

Lancaster, Indian Land, Kershaw, Mecklenburg & York County

Austin Terry smiling and leaning on hand rail

Austin Terry

CFP® Financial Consultant

Chesterfield County, Chester County

Brad Small

Financial Consultant

Lancaster, Richland and Chester County