Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Chandler Ferguson, CFP®, CIMA®
Sr. Wealth Advisor
Chris Young, CFP®, CPWA®, AEP®
Sr. Wealth Advisor
Christopher Currin, CFP®, ChSNC®
Sr. Wealth Strategist
Clay Evans, CFP®, CAP®
Wealth Advisor
Connor Thomas, CFP®, CSRIC™, CAP®
Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Rob Cox, CFP®, CIMA®
Sr. Wealth Advisor
Samuel Hussein
Wealth Advisor
Sydney Hacker, CFP®
Wealth Advisor
Laura Thompson
Director, Regional Client Development
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Todd LaLuzerne, AAMS
Regional Vice President
James Justus
Sr. Financial Planner
Kyndal Andrews, CFP®
Financial Planner

