Amy Schnacky

Client Service Associate

Bradley Davis

Research Assistant

Chris Merla

CHIEF OPERATIONS OFFICER

Courtney Crawford

Wealth Planning Coordinator CFP®

Ethan White

Client Service Associate

Jessi Ayrer

Client Service Associate

Kimberly Meade

Client Service Associate

Maria Granados

Administrative Assistant

Michaela Holbrook

Executive Assistant

Rachel Ballengee

Wealth Planning Coordinator CFP®

Ronda Parman

Client Service Associate

Susan Taylor Clark

Client Service Associate

Tommy Sauriol

Wealth Planning Coordinator CFP®