Our advisors

Our team

Katie C. Clemens

Katie C. Clemens

Client Service Manager

Elizabeth T. LaRose

Elizabeth T. LaRose

Practice Manager

Autumn H. Redford

Autumn H. Redford

Marketing Consultant

C. Jason Pierce

C. Jason Pierce

Client Service Coordinator

Rebecca P. Whaley

Rebecca P. Whaley

Financial Planning Analyst

Nicole Lee Willoughby

Nicole Lee Willoughby

Financial Planning Analyst

Austin Hubbard

Austin Hubbard

Paraplanner

Amy Huff

Amy Huff

Client Service Manager

Erik Ott

Erik Ott

Financial Planning Analyst