Anuska Kovalcheck, CFP®, EA
Wealth Advisor
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Sr. Financial Planner
Patrick Moody
Financial Planner
Sherise Johnson
Sr. Retirement Plan Specialist
Alicia Smith
Director of Client Development – HNW Program Manager
Adam Lee, CFP®
Sr. Vice President
Leah Manderson
Regional Vice President
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Associate Vice President
Lacy Hartzler
Sr. Client Development Associate
Alan McKnight, DBA, CFP®
Sr. Wealth Advisor
Alexis Dudley, CFP®, CAP®
Wealth Advisor
Andrew Medders, CFP®
Partner
Andrew Shannon, CFP®
Wealth Advisor
Brian Sullivan, CFP®, MBA, EA
Sr. Wealth Advisor
Christopher Blackmon
Managing Partner
