Our advisors

Our team

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Madge Brooks

Madge Brooks

Client Service Specialist,

Paraplanner
Amanda Caffee

Amanda Caffee

Client Service Specialist,

Paraplanner
Catherine Church

Catherine Church

Client Service Specialist,

Paraplanner
Cheryl Couch

Cheryl Couch

Client Service Specialist

Brent Dube

Brent Dube

Financial Planning Analyst,

Paraplanner
Bridget Halsall

Bridget Halsall

Business Development Manager

Derek Head

Derek Head

Investment Manager

Eric Heick

Eric Heick

Financial Planning Analyst,

Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst,

Paraplanner
Sean Lutes

Sean Lutes

Financial Planning Analyst,

Paraplanner
Chris Meredith

Chris Meredith

Operations Director

Michael Murphy

Michael Murphy

Financial Planning Analyst,

Paraplanner
Annie Scott

Annie Scott

Financial Planning Analyst,

Paraplanner
Connor Smith

Connor Smith

Financial Planning Specialist

Lynne Tobey

Lynne Tobey

Client Service Specialist

Joy Urban

Joy Urban

Client Service Specialist

Judy Wannemacher

Judy Wannemacher

Client Service Specialist,

Paraplanner
Maria Wolters

Maria Wolters

Financial Planning Analyst,

Paraplanner
Ann Yartz

Ann Yartz

Client Service Specialist,

Event Planner
Laura Young

Laura Young

Operations Director