Richard Brad Mundy, CFP®, CPA
Sr. Wealth Advisor
Rick Henderson, CFP®, AIF®
Sr. Wealth Advisor
Ron Kibbe, CFP®, CLU®, ChFC®
Sr. Wealth Advisor
Sarah Cannon, CFP®
Wealth Advisor, Director
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
Autumn Vaughn, CFP®
Financial Planner
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®
Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Financial Planner
Lizzie Gossett, CFP®
Wealth Advisor
Patrick Moody
Financial Planner
Amanda Coffey
Client Service Specialist
