Misty Waters Petak
Wealth Management Advisor|M.S., CFP®, CLU®, RICP®
Meet Your Team
We’re here to help you ascend beyond basic financial planning. Our team prides itself on our ability to uncover root issues, be inquisitive, and desire to help others from an organic approach that provides a unique level of service.
Our investment in our clients creates a relationship built on trust and care that allows clients to feel seen, heard, and safe. Our clients know the plan they choose to execute will be what’s truly needed for their best interest.
We aim to know when every baby is due, marriage is coming, healthcare scares arrive, job opportunities present themselves, curveballs happen, etc. Not just because our team may be one of the first people you reach out to ensure your finances are in order, but because we genuinely care and are invested in your life.

Alyson Quinn
Associate Financial Representative
Alyson and Misty have been best friends since 7th grade, always knowing they complement each other and work well together. Covid created an opportunity for Alyson to join Misty’s team in August 2021.
Alyson is Misty’s right hand, involved in nearly every aspect of their work. She shares Misty’s passion, care, and work ethic for their clients, making them a great team. As you work with Misty, know that Alyson will play a prominent role in your planning.
Alyson is married to Nick and has two sons, Roman and Seth. After a stint of college baseball as a catcher, Roman has stepped into the career world to discover his passions. Seth is a baseball pitcher at Mars Hill University studying Sports Management.
Alyson is known for being an early riser when she enjoys personal growth and exercise. She is active in her church and loves spending time with her family. Alyson and Nick love being outdoors enjoying the beauty of the mountains or going to the lake.