Ben Kautz, CFP®
Executive Managing Director
Chip Workman, CFP®
Sr. Wealth Advisor, Sr. Director
Art Haws, CPWA®, CFP®
Sr. Wealth Advisor, Director
Bo Bowling, CPA
Sr Wealth Advisor
David Hardenbergh, CFP®
Wealth Advisor
Harish Vishria, CFP®, APMA, MSM
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®, APMA
Sr. 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
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Carrie Dlamini
Client Service Specialist
Elizabeth Smith
Client Service Specialist
