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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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

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Principal

Jacksonville, Columbus

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

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

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Chad Slaughter

Chad Slaughter, J.D.

Regional Vice President

Cincinnati, Columbus

Brandon Williams, CFP®

Financial Planner

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

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

Elizabeth Smith

Client Service Specialist

Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Leigh Edwards

Client Service Specialist

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