Skylor Carroll
Service Operations Associate
Summer Miles, Sr. Client Service Specialist
Sr. Client Service Specialist
Claudia Balla
Wealth Strategist
Jennifer Baick, MBA, CFP®, CDFA
VP, Financial Planning Group
Josh Frazier
Financial Planner
Keith Wayne, CFP®, CSLP®, EA, CRPC®, APMA®
Manager, Sr. Financial Planner
Luke Jackson, CFP®
Financial Planner
Michael O’Brien
Financial Planner

