Our advisors

Our team

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MSF

J. Brian McGreal, MSF

Investment Manager

Jim Carter MBA, CPA

Jim Carter MBA, CPA

Financial Planning Specialist

Roles & Responsibilities

  • Tax Professional
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Kenneth Naatz

Kenneth Naatz

Client Service Specialist

Kelly Fulsang

Kelly Fulsang

Financial Planning Assistant

Kerry Korda

Kerry Korda

Office Manager

Roles & Responsibilities

  • Human Resource Management
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Wyatt Turk

Wyatt Turk

Operations Specialist

Julie Tarter

Julie Tarter

Financial Planning Assistant