Ben Kautz, CFP®
Executive Managing Director
Art Haws, CPWA®, CFP®
Sr. Wealth Advisor, Director
Bo Bowling, CPA
Sr Wealth Advisor
David Hardenbergh, CFP®
Wealth Advisor
Jesse Haverstock, CFP®
Wealth Advisor
Philip Bowling
Sr. Operations Specialist
R. Andrew Nurse, MBA, CFP®, CPFA®
Wealth Advisor
Scott Paschal
Sr Wealth Advisor
W. Cam Goodwin, CFP®, CEPA®
Sr. Wealth Advisor, Director
Brandon Williams, CFP®
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning
Elizabeth Smith
Client Service Specialist
Lisa Butler, FPQP®
Manager, Client Service
Tammy Goad
Sr. Client Service Specialist
Theresia Reid
Sr Client Service Specialist
