Brent Singleton, CFP®, AIF
Partner
Blake Parker, CFP®
Wealth Advisor
Colin Day, CFP®, EA, MBA
Wealth Advisor
Ethan Wallace, CPWA®, CFP®, EA
Sr. Wealth Advisor
Holly Gray, CFP®
Sr. Wealth Advisor
Jeff Bilberry, CFP®
Sr. Wealth Advisor
Nick McDowell, CFP®
Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Amanda Reed
Sr. Manager, Client Service
Amber Strength
Sr. Client Service Specialist
Brian Pahl
Client Service Specialist Broker – Dealer
Devin DeStefano
Sr. Director, Client Relationship Expansion
Haiden Bowman
Director, Client Service
Jessica Livingston
Sr. Client Service Specialist
Kennedy Bateman
Service Operations Associate
Manasa Konduri
Client Service Specialist
Stacy Strawn
Sr. Client Service Specialist
Susan Feiste
Manager, National Client Service
Carrie Ohm
VP, M&A Partner Development
