2021 Mountain Road Northwest,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President, Old Town Advisors | Investment Consultant
David is a president of Old Town Advisors, which was founded in 2022. He has spent 30 years navigating his clients through market highs and lows and more than a few economic crises and unprecedented situations.David will carefully and...
Lia is a president of Old Town Advisors, which was founded in 2022. Previously, affiliated with Merrill Lynch Lia is excited about her pivot to the independent platform at Raymond James through Concurrent Advisors where she can focus...
Client Relationship Manager
Amanda is the client relationship manager for Old Town Advisors. She is responsible for all aspects of our client experience and administrative needs and our clients can rely on her efficiency and friendliness. Clients have asked us if...