Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Colin Day, CFP®, EA, MBA
Wealth Advisor
Jeannie Seabaugh
Sr. Wealth Advisor
Nick McDowell, CFP®
Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Amanda Reed
Sr. Manager, Client Service
Devin DeStefano
Sr. Director, Client Relationship Expansion
Manasa Konduri
Client Service Specialist
Susan Feiste
National Sr. Client Service Specialist
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Douglas Gilbert
Sr. Vice President
Blake Parker, CFP®
Financial Planner
Trecy Kirksey
Retirement Plan Specialist

