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Gregg Biro

Director of Business Development

Natalie Campese

Associate Wealth Advisor

Bev Coble

Director of Human Capital

Mike Davis

Founder/CEO/Wealth Advisor

Kelley Espinosa

Client Coordinator

Frank Garcia

Co-Chief Investment Officer/Wealth Advisor

Taylor Hughes

Communications Coordinator

Nicole Jeffries

Client Coordinator

Karla Keeney

Director of Technology
Bethany Kolacsky

Bethany Kolacsky

Administrative Assistant/Receptionist

Stephen Mackall

Director of Operations/Co-Chief Investment Officer

Mike Masur

Chief Financial Officer/Wealth Advisor

Helen Mize

Specialist Wealth Advisor

Heather Mulcahy

Client Services Specialist

Linda Palonen

Wealth Advisor

Nicole Rutledge Regilio

Director of Financial Planning/Wealth Advisor

Kattia Roedel

Client Service Specialist

Brenda Shofner

Operations Manager

Kimberly Sterling

Vice President/Wealth Advisor

*No relation