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OUR TEAM IS BUILT ON A SHARED COMMITMENT TO EXCEPTIONAL CLIENT CARE.

  Financial advisors David Rochester and Michael Powell work closely together to provide thoughtful guidance and personalized planning, supported by their dedicated administrative assistants, Katie Duckhorn and Baylie McGaugh. Each team member plays a vital role—from ensuring smooth day‑to‑day operations to delivering timely, attentive service. Together, we operate as one cohesive unit, stepping in for one another as needed so every client feels supported, informed, and valued at every stage of their financial journey.

Learn More About David

Visit David Rochester's website!

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Learn More About Michael

Visit Michael Powell's website! 

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