William Howard, CFP®, CFA
Wealth Advisor
William McNutt, CFP®, EA
Sr. Wealth Advisor
William Sands, CFP®
Wealth Advisor
Yvonne Jimenez, CFP®
Partner
Yvonne Wood, CFP®
Sr. Wealth Advisor
Zac Reynolds, CFA®
Sr. Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Zeke Aviles, CFP®, CEP
Wealth Advisor
Abby Crother, CFP®
Client Service Specialist
Adrienne Anderson
Sr. Relationship Manager
Aileen Deutermann
Manager, Client Service
Aleesha Grimes
Sr. Manager, Client Service
Aleksandra Simic
Sr. Client Service Specialist
Alex Murphy
Sr. Client Service Specialist
Allison Lathrop
Manager, Client Service
Allison Rozell
Relationship Manager
Ally Keasler
Sr. Client Service Specialist
Amanda Coffey
Client Service Specialist
Amanda O’Sullivan
Client Development Associate
Amanda Reed
Sr. Manager, Client Service

