Our incredible team
W. Christopher Jones, CRPC®
Managing Director
Daniel Brown
Principal
William O.E. Sterling III
Financial Advisor
Katy Saulsbury
Business Development Officer
Ava Khani
Senior Client Service Associate
Commonwealth Research Team
As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!
Commonwealth Advanced Planning Team
Charitable planning, trusts, estates, and social security are just some of the areas we’re able to provide you with guidance through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. This highly specialized team of Advanced Planning professionals is available to us as we serve your comprehensive financial planning needs.
