Ben Kautz, CFP®
Executive Managing Partner, East Division
David (Chip) Workman, CFP®
Managing Partner
Art Haws, CPWA®, CFP®
Partner
Bo Bowling
Sr. Wealth Advisor
David Hardenbergh, CFP®
Wealth Advisor
Harish Vishria, CFP®, APMA®
Sr. Wealth Advisor
Jesse Haverstock, CFP®
Wealth Advisor
Neha Pande, CFP®, APMA, MBA
Wealth Advisor
Philip Bowling
Sr. Operations Specialist
R. Andrew Nurse, MBA, CFP®, CPFA®
Wealth Advisor
Robert (Bobby) Bird, CFP®
Sr. Wealth Advisor
Scott Paschal
Sr Wealth Advisor
W. Cam Goodwin, CFP®
Sr. Wealth Advisor
Carrie Dlamini
Client Service Specialist
Lisa Butler, FPQP®
Manager, Client Service
Tammy Goad
Sr. Client Service Specialist
Theresia Reid
Sr. Client Service Specialist
G. Merrick Estes, Jr.
Managing Partner
Brandon Williams, CFP®
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning
