Our advisors

Erick Dalton

Erick Dalton

Private Wealth Advisor

Learn more about Erick Dalton Visit Erick Dalton's website
Andy Sutton

Andy Sutton

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Andy Sutton Visit Andy Sutton's website
Spencer Bloodworth

Spencer Bloodworth

Financial Advisor

Learn more about Spencer Bloodworth Visit Spencer Bloodworth's website
Jeremy Overton

Jeremy Overton

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jeremy Overton Visit Jeremy Overton's website
Angela J. Rhude

Angela J. Rhude

Financial Advisor

Learn more about Angela J. Rhude Visit Angela J. Rhude's website
Daniel Wring

Daniel Wring

Associate Financial Advisor

Learn more about Daniel Wring Visit Daniel Wring's website

Our team

Shannon Yeary

Shannon Yeary

Office Manager

Matthew Windhaus

Matthew Windhaus

Financial Planning Specialist

Tammy Mabe

Tammy Mabe

Client Service Coordinator

Shauna McCormick

Shauna McCormick

Client Service Coordinator

Joanna Miley

Joanna Miley

Administrative Assistant

Brandi Stephens

Brandi Stephens

Client Relationship Manager