Josh Andrews
Paraplanner
Joellene Aylor
Paraplanner
Gregg Biro
Director of Business Development
Natalie Campese
Associate Wealth Advisor
Bev Coble
Director of Human Capital
Andrew Colombino
IT Specialist
Amy Davis
Wealth Advisor
Jennifer M. Davis
Paraplanner
Mike Davis
Founder/CEO/Wealth Advisor
Kelley Espinosa
Client Coordinator
Frank Garcia
Co-Chief Investment Officer/Wealth Advisor
Taylor Hughes
Communications Coordinator
Johnnie James
President
Nicole Jeffries
Client Coordinator
Karla Keeney
Director of Technology
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
Ernie Phillips
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