Matthews Barnett, CFP®, ChFC®, CLU®
Wealth Advisor
Melanie Fitzgerald, CFP®
Wealth Advisor
Nicholas Campbell, CFP®, CPA/PFS, M.Tx.
Sr. Wealth Advisor
Noah Reichert, MSFP, CFP®, AIF®
Wealth Advisor
Patrick Moody, CFP®
Wealth Advisor
Richard Brad Mundy, CFP®, CPA
Sr. Wealth Advisor
Ron Kibbe, CFP®, CLU®, ChFC®
Sr. Wealth Advisor
Ryan Badger, CFP®
Sr. Wealth Advisor
William Hinson, CFA®, CFP®
Sr. Wealth Advisor
William Howard, CFP®, CFA
Wealth Advisor
Alicia Smith
Director of Client Development – HNW Program Manager
Alissa Mayes
Service Operations Associate
Amanda Coffey
Client Service Specialist
Angela Tucker, MS, CFP®
Relationship Manager
Cole Wenda
Client Service Specialist
Erica Lloyd
Client Service Coordinator
Francheska Hill
Sr. Client Service Specialist
Ivan Lopez Colon
Sr. Client Service Specialist
Jefferson Bell, FPQP®
Relationship Manager
Jill Varnum
Manager, Client Service
