Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Southeast: Tennessee

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

David Hardenbergh, CFP®

Wealth Advisor

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Neha Pande, CFP®, APMA, MBA

Wealth Advisor

Philip Bowling - Sr. Operations Specialist

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

Scott Paschal

Sr Wealth Advisor

W. Cam Goodwin, CFP®

Sr. Wealth Advisor, Director

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Brandon Williams, CFP®

Financial Planner

Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Naishee Shah, CFA, CFP®, MPAS, APMA

Financial Planner

Susy Todd

Sr. Financial Planner

Zubin Shah, CFP®, MPAS, APMA

Financial Planner

Carrie Dlamini

Client Service Specialist

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