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

