Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
David Stanley, CTFA®
Sr. Wealth Advisor
Hunter Brown, CFP®
Wealth Advisor
Jesse Schenck, CFP®
Wealth Advisor
Jordan Dean, CTFA
Wealth Advisor
Julie Brown, CRPC®, FPQP®
Wealth Advisor
Kyle Ray
Sr. Wealth Advisor
Max Rhodes, JD
Sr. Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Scott Cravens, JD
Partner
Tyler Grubbs, AIF®
Sr. Wealth Advisor
Zac Reynolds, CFA®
Sr. Wealth Advisor
Laura Thompson
Director, Regional Client Development
Belinda Richardson
RVP, Community
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Todd LaLuzerne, AAMS
Regional Vice President
Austin Burks, CFA®
Sr. Portfolio Manager

