Susan Evans, CFP®, CDFA®
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Tyler Schaefer
Manager, Client Development Associate
Aaron Bauer, CFP®, CSLP®
Sr. Manager, Financial Planning
Adam Stanowick, CFP®
Sr. Manager, Financial Planning
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Alexandra Mendoza
Financial Planner
Alexis Wilkinson
Financial Planner
Amanda Caster, CFP®, CDFA®
Financial Planner
Amy Boyd, CFP®
Sr. Financial Planner
Anthony Welle, AFFP
Sr. Financial Planner
Anuska Kovalcheck, CFP®, EA
Wealth Advisor
Blake Parker, CFP®
Financial Planner
Brandon Capicotto
Wealth Strategist
Brandon Williams, CFP®
Financial Planner
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Financial Planner
Carrie Beede, CFP®, CDFA®, EA
Sr. Financial Planner

