Our advisors

Our team

John Wright, MBA, CFP<sup>®</sup>

John Wright, MBA, CFP®

Business Development Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Masters of Business Administration, Indiana University
  • Certified Financial Planner Professional®
  • FINRA Series 7
  • FINRA Series 66
  • Life, Accident, Health Insurance and Variable Products License

Roles & Responsibilities

  • To consult and serve as a liasion between client(s) and advisor(s) for a smooth transition of the relationship.
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Carly Reynolds

Carly Reynolds

Paraplanner,

Operations Specialist

Qualifications

  • Masters of Science in Economics; Wright State University
  • Bachelors of Science in Business; Phoenix University
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health and Variable Products License
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Jacqueline Cain

Jacqueline Cain

Client Service Coordinator

Roles & Responsibilities

  • Client interactions, meeting preperation & follow-up, business processing, records retention & filing
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Brandy Gross

Brandy Gross

Client Service Coordinator