Meet the Team
Bart and *Renée Pierce have been dedicated professionals in the financial advising world for a combined 57 years, married for 39, and parents to two daughters and a son for 35 years. After serving their community for the day, they shut off their computers and take to nature for hikes, client connections, board games, and being first time grandparents.
*Renee, LPL Registered Administrative Associate
*Shaun and **Haley have recently been introduced to the securities industry, becoming more familiar with the family business and the intricacies of client engagement. Married in late 2024, they are embarking on this next step in their careers together. With help from their dog Bosco, Shaun and Haley are excited to dive into helping clients pursue financial independence and learn from the best in the business along the way.
*Shaun, Investment Assistant - Not Registered with LPL Financial
**Haley, Administrative Assistant- Not Registered with LPL Financial
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.