David (Chip) Workman, CFP®
Managing Partner
Bo Bowling
Sr. Wealth Advisor
Philip Bowling
Sr. Operations Specialist
Scott Paschal
Sr Wealth Advisor
Tammy Goad
Sr. Client Service Specialist
Theresia Reid
Sr. Client Service Specialist
G. Merrick Estes, Jr.
Managing Partner
Michael Stanley II, CFP®
Director, Financial Planning

