Troy Buder
Wealth Advisor
William Howard, CFP®, CFA
Wealth Advisor
G. Merrick Estes, Jr.
Sr. Vice President
Adam Lee, CFP®
Sr. Vice President
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Client Development Associate
Lacy Hartzler
Sr. Client Development Associate
Alexis Dudley, CFP®, CAP®
Sr. Financial Planner
Anuska Kovalcheck, CFP®, EA
Sr. Financial Planner
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®
Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Financial Planner
Patrick Moody
Financial Planner
Amanda Coffey
Client Service Specialist
Angela Tucker, MS, CFP®
Sr. Manager, Client Service
Brittany Starnes
Sr. Client Service Specialist
Charlene Duncan
Client Service Specialist
Erica Lloyd
Client Service Coordinator
Helen Shingler
Sr. Manager, Client Service
Ivan Lopez Colon
Client Service Specialist
