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


R. Benton Arnold, CFP®

DIRECTOR




Amir Atabaki

WEALTH ADVISOR




Jessica L. Cafferata, JD, CFP®

DIRECTOR OF FINANCIAL PLANNING


David P. Catron, CFA

WEALTH ADVISOR


Mary Cavaleri

DIRECTOR


Ami Doshi, CAP®

DIRECTOR


Steven Durk

DIRECTOR


Chris Ford, CFP®

ASSOCIATE WEALTH ADVISOR


Jeff Galbraith

OPERATIONS


Brian Hattendorf

PRINCIPAL


Michael Hirsbrunner, CFA

OPERATIONS


Scot D. Jackson, CPA, CFP®

MANAGING DIRECTOR OF FINANCIAL PLANNING


Brandon Keesee

FINANCIAL PLANNING ASSOCIATE


Bruce Kendrick

DIRECTOR


Ashish Khanna, JD

DIRECTOR


Casey Kiger-Thigpen

SENIOR RELATIONSHIP MANAGER


Eric C. Kordsmeier, CFP®, AEP®

DIRECTOR


Justin R. Leeson

DIRECTOR


Molly McClellen

RELATIONSHIP MANAGER


Brad McConkey, CFP®

WEALTH ADVISOR


Steven Paris, CFP®

DIRECTOR


Ken Petrashek, CFP®, CWM®

WEALTH ADVISOR


Shelbi Phelps

RELATIONSHIP MANAGER


Matt L. Powers, CFP®, CRPC®

SENIOR WEALTH ADVISOR


Damah Rankin

OPERATIONS


Eric J. Reid, CFP®, CRPC®, CRPS®

DIRECTOR


Olivia Rojas

RELATIONSHIP MANAGER


John D. Schlesinger, CFP®

DIRECTOR


John A. Schmit, JD

PORTFOLIO MANAGER


Gary Schoen, CFA

PRINCIPAL


Namrata Shah "Lali"

WEALTH ADVISOR


Hannah Simpson, CFP®

ASSOCIATE WEALTH ADVISOR


Jennifer Smith-Frazier

DIRECTOR


Richard G. Sowden, Jr., CFA

PRINCIPAL


Todd Stephens, CFP®

DIRECTOR


Stanley Stevenson

WEALTH ADVISOR


Ira Utay, CFA, CFP®

DIRECTOR


Darren Walloch, CFP®

WEALTH ADVISOR


Thomas B. Walsh, CFP®

MANAGING DIRECTOR


Steven Walton, CFP®

WEALTH ADVISOR


Guy R. Wayman, AIF®

DIRECTOR


Sam C. Webb, J.D.

WEALTH ADVISOR


Rhyan Young, CFIP

DIRECTOR

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