Alex Miles
Sr. Wealth Advisor
Brian Smyth
Wealth Advisor
Dave Werle, CFP®, CSRIC®
Wealth Advisor
Frances Hymiller, CFP®
Wealth Advisor
Hanna Yesuf
Wealth Advisor
HK Hallett
Sr. Wealth Advisor
Jennifer Adams, CFP®, CDFA ®, CSRIC ®
Sr. Wealth Advisor
Joe Kiely, PhD
Sr. Wealth Advisor
Kathryn Beach, CFP®
Wealth Advisor
Nicole Brandon
Wealth Advisor
Amy Boyd, CFP®
Sr. Financial Planner
Kristen Revis
Financial Planner
Brownie Cordell
Client Service Manager
Carson Durham
Client Service Specialist
Ginny Starnes
Manager, Client Service
Helen Shingler
Sr. Manager, Client Service
Karin Osofsky
Client Service Specialist
Paul Gustafson
Client Service Specialist
