Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Laura Combs, CFP®, MBA
Executive Managing Partner, Women & Wealth and Central Channel
Dustin C. Stiefel
Sr. Wealth Advisor
Anna Apodaca, CFP®, CDFA®
Partner
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
Dorothy Thomas
Wealth Advisor
Jared Harrington, CFP®
Wealth Advisor
José Castañeda, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Matthew Loughren
Sr. Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Rob Cox, CFP®, CIMA®
Sr. Wealth Advisor

