Trust Services - Our Exclusive Provider Premier Trust
Proactive planning for a solid future
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn More
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Learn More
Tricia Carter Wood
Wealth Advisor & Founder
Adam Carter
Client Services
Karin
Director of Operations, Client Services
Arami Hutchins
Operations Manager, Client Services
Kadie Carter
Director of First Impressions, Operations
Renee Knesek
Director of Operations