Your Team
James B. Cox, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER®
Mark Finney, CFP®, CRPC®, AIF®
CERTIFIED FINANCIAL PLANNER®
Megan McCarthy Collins, CFP®
CERTIFIED FINANCIAL PLANNER®
Quinn Mickelson, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER®
Ryan Mickelson, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER®
Jon Lawrence, CFP®
CERTIFIED FINANCIAL PLANNER®
Tony Dalton, FSCP®, LUTCF®
Chief Operating Officer
Wesley W. Bean, CFA®
Chief Investment Officer
Previn Pandey
Senior Portfolio Manager
Diane Hutson
Director of Business Processing
Brenda Vollrath, FPQP™
Business Processing Assistant
Trinna Easterday
Financial Analyst
Mindy Henson, FPQP™
Human Resources Coordinator/Compliance Assistant
Gabby Keckler, FPQP™
Client Relationship Manager
Tyler Metzger, CFP®
CERTIFIED FINANCIAL PLANNER®
Ted Murphy, FPQP™
Client Relationship Manager
Olivia Nance, FPQP™
Client Relationship Manager
Sheila Sullivan-Passwaters, FPQP™
Director of First Impressions
Sarah Bauer
Director of First Impressions
Cassandra MacDonald
Director of Marketing