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®
Wealth Advisor
Scott Cravens, JD
Partner
Tyler Grubbs, AIF®
Sr. Wealth Advisor
Zac Reynolds, CFA®
Sr. Wealth Advisor
Kate Davidson
Sr. Client Service Specialist
Katherine Vanlandingham, CAP®
Director, Operations
Kayti Junell
Client Service Specialist
Lauren Zirtzman
Relationship Manager
Shanon Lee
Client Service Specialist
Emily O’Neill
Sr. Director, Employee Wealth Programs
Laura Thompson
Sr. Director, Client Development
