Our Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
Please let us know anything you need from us.
McCray Noah West
As the director of operations for the practice, McCray unifies the functions of the financial planning business from start to finish. From marketing and business development, creating a customized planning analysis for each client, developing proposals, to managing the behind the scenes processes, McCray works side by side the lead adviser to create an unmatched client experience. McCray works to serve clients with a passion for excellence