Broker Check

Our firm is comprised of dozens of financial advisors and professionals with diverse backgrounds and experiences. By embracing multiple points of view, we help fuel innovation and ensure our clients receive the benefit of multiple opinions and outlooks.


Rhonda Vickery

Disability Income Specialist

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Larry Mott, CFP®


Happily married to Kim for 33 years 4 grown children living in Los Angeles, Portland, Austin, and Houston Loves traveling, fishing, and spending time with his family Very involved in church for 30 years

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