On Your Team When it Matters Most
WHO WE ARE
Financial success isn't just about your investment portfolio--it's about stewarding the whole plan with wisdom and creativity. Whether planning for retirement or leveraging a business, we bring thoughtful ideas and a collaborative approach to the planning process.
Our Values
We strive to help clients make informed financial decisions aligned with their goals.
Integrity
Distinction
We deliver a level of service, precision, and follow-through that helps set us apart — no shortcuts, no complacency.
Our advice is grounded in deep experience, rigorous analysis, and a commitment to staying ahead in a complex financial world.
Expertise
We don’t treat clients as transactions. We build long-term relationships rooted in trust, accessibility, and genuine care.
Relationship
Our Clients
Meet PCM
Co-Founder
CLU®, CFP®
Co-Founder | Wealth Management Advisor
CFP®, ChFC®
Financial Advisor
CLU®, CFP®
Financial Representative
Financial Advisor
Financial Advisor
CFP®, CLU®, ChFC®, MSE
Financial Planner
Heather Barron
Director of Operations
Zachary Odom
Client Service Representative
Stephanie Oliveros
Client Service Representative
Cherise Keener
Office Manager
Ready When You Are.
Let’s Start With a Conversation.