Professional. Proven. Principled.
Our Firm Is Proven
With over 40 years of experience, we bring expertise in generational and family financial planning. We know what it means to sustain and build long term client relationships.
Our Team Is Principled
We have over 30 team members servicing our clients and looking out for their best financial interests. Our advisors are committed to you, building your trust and ensuring you get the right strategy, plan, portfolio and attention that serves you best.
Portfolio Management Team
Kasey Bray
Monty Butts
Scott Frantz, CFA
Shawna Geiger
Keith Goddard, CFA
Mitch Kaczmarek, CFA
Melissa Paulsen
Daniel Schluter
Steven Soranno, CFA, CAIA
Brigette Zuhdi
Wealth Management Team
Jon Althage
David Bannon
Simon Beresford, CFP®
Andy Brown
Patrick Burdick
Eric Cannon
Grant Clary
Dave Cole, CPA
Kelcy Flores, CFP®
George Haas, CFP®, CIMA®, ChFC®
Joe Hawes
Danny La, CFP®
Thomas Liversage, CFP®
Brad Priest
Jeremy Travis
Aubrey Wood, CFP®
Catherine Young, CDFA®
Client Service Team
Stephanie Bible
Shelby Coldiron
Sarah Grage
Debra Konieczny, IACCP
Tracy Mccabe
Theresa Mckee
Jessie Montgomery
Jessica Pugh
Jamie Wilson
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