Vicki Arndt, MBA, ChFC
Wealth Advisor
Victoria Ferguson, CFP®
Wealth Advisor
Vince Hawkins
Sr. Wealth Advisor
W. Cam Goodwin, CFP®
Sr. Wealth Advisor
Will Walter, CFP®
Wealth Advisor
William Howard, CFP®, CFA
Wealth Advisor
William McNutt, CFP®, EA
Sr. Wealth Advisor
William Sands, CFP®
Wealth Advisor
Yvonne Wood, CFP®
Sr. Wealth Advisor
Zac Reynolds, CFA®
Sr. Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Zeke Aviles, CFP®, CEP
Wealth Advisor
Adam Medina
Client Service Specialist
Adrienne Anderson
Sr. Manager, Client Service – Regis
Aileen Deutermann
Manager, Client Service
Aleesha Grimes
Sr. Manager, Client Service
Aleksandra Simic
Sr. Client Service Specialist
Alex Murphy
Sr. Client Service Specialist
Alicia Smith
Director of Client Development – HNW Program Manager
Alissa Mayes
Service Operations Associate
