RICHARD JONES | Senior Partner, CFP®, MBA

JOHN UNICE  | Senior Partner, CFP®, HDP™

CARY WASDEN | Analyst 

ADAM JONES | Senior Advisor, AIF®

AMY MARTY | Senior Advisor

BEN PALI | Operations Manager, Compliance Manager, Paraplanner, FPQP™

JOSH COOMBS | Portfolio Manager

KATIE MCDANIEL | Client Services Specialist, Paraplanner, FPQP™

NIKKI JONAS | Client Services Administrator, Paraplanner, FPQP™, CRPS®

KAIGE KORTH| Portfolio Manager

REBECCA SIKES | Client Services Assistant

MICHELE YOUNG | Accounting Manager