Ryan Badger, CFP®
Sr. Wealth Advisor
Sarah Cannon, CFP®
Principal
William Howard, CFP®, CFA
Wealth Advisor
Amanda Coffey
Client Service Specialist
Angela Tucker, MS, CFP®
Relationship Manager
Cole Wenda
Client Service Specialist
Erica Lloyd
Client Service Coordinator
Francheska Hill
Sr. Client Service Specialist
Ivan Lopez Colon
Sr. Client Service Specialist
Jefferson Bell, FPQP®
Client Service Specialist
Jill Varnum
Manager, Client Service
Lillian Patrikios
Sr. Client Service Specialist
Luana Puglisi
Manager, Client Service
Melissa Vance
Sr. Client Service Specialist
Morgan Barnwell
Client Service Specialist
Nathan Touchberry
Client Service Specialist
Rebecca Upton
Financial Planner
Sana Alsalman
Sr. Client Service Specialist
Tamieka Bonner
Relationship Manager
Virginia Rutland
Client Service Specialist

