Andrew Medders, CFP®
Partner
Harrison Fant, CFP®, AIF®
Principal
Sarah Cannon, CFP®
Principal
Christopher Blackmon
Managing Partner
Leah Manderson
Regional Vice President
Alicia Smith
Director of Client Development – HNW Program Manager
Alissa Mayes
Service Operations Associate
Amanda Coffey
Service Operations Associate
Angela Tucker, M.S., CFP®
Registered Relationship Manager
Cole Wenda
Client Service Specialist
Francheska Hill
Sr. Client Service Specialist
Ivan Lopez Colon
Sr. Client Service Specialist
Jefferson Bell, FPQP®
Relationship Manager
Jill Varnum
Sr. Manager, Client Service
Lillian Patrikios
Sr. Client Service Specialist
Luana Puglisi
Manager, Client Service
Melissa Vance
Sr. Client Service Specialist
Michael Olmert
Relationship Manager

