Our advisors

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