Build your legacy.


The Team

We are dedicated to providing tools, education and support needed to create a positive impact on our clients' financial futures.

Hank Adams

DIRECTOR

Amanda Arney

OFFICE MANAGER

R. Benton Arnold, CFP®

DIRECTOR

Amir Atabaki

WEALTH ADVISOR

Matt Baldeck

ASSOCIATE WEALTH ADVISOR

Margarita Barcenas, CFP®

WEALTH ADVISOR

James Benoit, CFA

DIRECTOR

Jacob Brown

ASSOCIATE WEALTH ADVISOR

Solomon Cartier, CFP®

WEALTH ADVISOR

David P. Catron, CFA

CLIENT PORTFOLIO MANAGER

Mary Cavaleri

DIRECTOR

Kelly Cook

OPERATIONS MANAGER

Ami Doshi, CAP®

DIRECTOR

Steven Durk

PARTNER

Kelly Ellebracht, CFP®

WEALTH ADVISOR

Bo Florence, CFP®, CRPC®

WEALTH ADVISOR

Chris Ford, CFP®

WEALTH ADVISOR

Jeff Galbraith

PARTNER

Sergio Garcia

SENIOR FINANCIAL PLANNER

Brian Hattendorf

PARTNER

Barbara Harger

WEALTH ADVISOR

Lane Hedgecoke

WEALTH ASSOCIATE

Paul J. Hensley, CFP®

ASSOCIATE WEALTH ADVISOR

Michael Hirsbrunner, CFA

PARTNER

Scot D. Jackson, CPA, CFP®

PARTNER

Brandon Keesee, CFP®

FINANCIAL PLANNER

Andrew Kelch, CFA, CFP®

DIRECTOR

Bruce Kendrick

DIRECTOR

Ashish Khanna, JD

PARTNER

Casey Kiger-Thigpen

SENIOR RELATIONSHIP MANAGER

Justin R. Leeson

DIRECTOR

Cain Lowe, CPA, CFP®

ASSOCIATE WEALTH ADVISOR

Molly McClellen

RELATIONSHIP MANAGER

Brad McConkey, CFP®

WEALTH ADVISOR

Vayahn K.N. Onuselogu

WEALTH ADVISOR

Steven Paris, CFP®

DIRECTOR

Allison Patella, CFP®

DIRECTOR

Chris Perego, CFP®

WEALTH ADVISOR

Shelbi Phelps-Montgomery

RELATIONSHIP MANAGER

Tammy K. Pioch

WEALTH ADVISOR

Matt L. Powers, CFP®, CRPC®

PARTNER

Luke Ray

ASSOCIATE WEALTH ADVISOR

Eric J. Reid, CFP®, CRPC®, CRPS®

DIRECTOR

Jeffrey Rock, CFA

WEALTH ADVISOR

John D. Schlesinger, CFP®

DIRECTOR

John A. Schmit, JD

PORTFOLIO MANAGER

Paul Schuder, CFP®

ASSOCIATE WEALTH ADVISOR

Dan Schwartz,CFP®

WEALTH ADVISOR

Namrata Shah "Lali"

WEALTH ADVISOR

Jennifer Smith-Frazier

PARTNER

Richard G. Sowden, Jr., CFA

PARTNER

Todd Stephens, CFP®

DIRECTOR

Stanley Stevenson

WEALTH ADVISOR

Kylie Stevens

ASSOCIATE WEALTH ADVISOR

Jared Tomsu, CFP®

ASSOCIATE WEALTH ADVISOR

Ira Utay, CFA, CFP®

DIRECTOR

Darren Walloch, CFP®

WEALTH ADVISOR

Thomas B. Walsh, CFP®

PARTNER

Steven Walton, CFP®

WEALTH ADVISOR

Guy R. Wayman, AIF®

DIRECTOR

Blaine Whaley

ASSOCIATE WEALTH ADVISOR

Kevin Vidrine

WEALTH ADVISOR

Rhyan Young, CFIP

DIRECTOR

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This firm is not a CPA firm.

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