Our advisors

Our team

Jackie Valentine

Jackie Valentine

Operations Director

Roles & Responsibilities

  • Jackie takes care of all document processing and business tracking. Her specialized M.B.A. degree assists with client service and complex issues.
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Brandon Ryon

Brandon Ryon

Client Service Manager

Roles & Responsibilities

  • Brandon heads up the client service team at our firm. She handles scheduling appointments and assists with client events.
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Zena Owens

Zena Owens

Client Concierge

Roles & Responsibilities

  • Zena is in charge of first impressions at the Oneida office. Her voice is also the first one you may hear when calling our office.
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Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant

Roles & Responsibilities

  • Lori coordinates client events, marketing, and social media for the firm.
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Jamie Roths

Jamie Roths

Client Service Specialist

Roles & Responsibilities

  • Jamie's BS in Business Administration from UT provides her with the foundation needed to assist our advisors in meeting preparation and client service.
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Lori Miller

Lori Miller

Financial Planning Specialist

Roles & Responsibilities

  • Lori works with advisors to create and maintain accurate individualized financial planning goals for our clients.
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Evan Roberts

Evan Roberts

Intern

Roles & Responsibilities

  • Evan works with advisors to prepare material for client meetings and portfolio rebalancing.
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