Ryan Badger, CFP®
Sr. Wealth Advisor
Sarah Cannon, CFP®
Principal
William Howard, CFP®, CFA
Wealth Advisor
G. Merrick Estes, Jr.
Managing Partner
Adam Lee, CFP®
Sr. Vice President
Leah Manderson
Regional Vice President
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Client Development Associate
Lacy Hartzler
Sr. Client Development Associate
Anuska Kovalcheck, CFP®, EA
Wealth Advisor
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
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
Cole Wenda
Client Service Specialist
Cole Wenda
Client Service Specialist
Erica Lloyd
Client Service Coordinator
Ivan Lopez Colon
Sr. Client Service Specialist

