Jeff Smith, CFP®
Wealth Advisor
Julie Albright, CFA, CFP®
Wealth Advisor
Michael Raidt, CFP®
Principal
David (Chip) Workman, CFP®
Managing Partner
Tony Strittholt, CRPC®, CEPA®
Regional Vice President
Leigh Edwards
Client Service Specialist
Lindsey Cross
Relationship Manage
Marlie Montgomery
Client Service Specialist
Suzanne Randolph
Manager, Client Service
Kyle Watson, MAcc
Financial Planner
Ben Kautz, CFP®
Executive Managing Partner, East Division
