Our advisors

Our team

Jill Campbell

Jill Campbell

Client Relationship Manager

Ramona Church

Ramona Church

Client Relationship Manager

Larry Cross

Larry Cross

Client Concierge

Samantha Dailey

Samantha Dailey

Client Relationship Manager

Amy Dicken

Amy Dicken

Client Relationship Manager

Maddie Firth

Maddie Firth

Client Service Specialist

Kristen Kaufman

Kristen Kaufman

Marketing Manager

Megan Kaufman

Megan Kaufman

Business Development Specialist

Austin King

Austin King

Operations Specialist

Cynthia King

Cynthia King

Client Service Specialist

TJ Kyner

TJ Kyner

Investment Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Katherine Miller

Katherine Miller

Client Concierge

Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Kyle Radeloff

Kyle Radeloff

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠
Emily Reardon

Emily Reardon

Operations Director

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Dara Young

Dara Young

Practice Manager