Your Team

Courthouse_Cropped

 James Cox

James B. Cox, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

Brenda Vollrath

Brenda Vollrath, FPQP™

Business Processing Assistant

Cassandra MacDonald

Cassandra MacDonald

Director of Marketing

Diane Hutson

Diane Hutson

Director of Business Processing

Gabby Keckler

Gabby Keckler, FPQP™

Client Relationship Manager

Jon Lawrence

Jon Lawrence, CFP®

CERTIFIED FINANCIAL PLANNER™

Mark Finney

Mark Finney, CFP®, CRPC®, AIF®

CERTIFIED FINANCIAL PLANNER™

Megan Collins

Megan McCarthy Collins, CFP®

CERTIFIED FINANCIAL PLANNER™

Mindy Henson

Mindy Henson, FPQP™

Client Relationship Manager

Olivia Nance

Olivia Nance, FPQP™

Client Relationship Manager

Previn Pandey

Previn Pandey

Portfolio Manager Assistant

Quinn Mickelson

Quinn Mickelson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

Ryan Mickelson

Ryan Mickelson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

Sarah Bauer

Sarah Bauer

Director of First Impressions

Sheila Sullivan-Passwaters

Sheila Sullivan-Passwaters, FPQP™

Director of First Impressions

Ted Murphy

Ted Murphy, FPQP™

Client Relationship Manager

Tony Dalton

Tony Dalton, FSCP®, LUTCF®

Chief Operating Officer

Trinna Easterday

Trinna Easterday

Financial Analyst

Tyler Metzger

Tyler Metzger, FPQP™

Client Relationship Manager

Wesley Bean

Wesley W. Bean, CFA®

Chief Investment Officer