ABOUT US

OUR TEAM

Allison Newlin

Abhi Jinwala

Investment Operations Lead

Andy Parker, CFA, CFP®

Partner, Investment Adviser Representative

Autumn Walker

Client Service Administrator

Ben J. Langel, CFP®, CPA (Inactive)

Partner, Investment Adviser Representative

BJ Batt

Partner, Adviser

Bethany Pasterick

Client Service Administrator

Brad Wadkins

Investment Adviser Representative

Brant Gerber, CPA (Inactive)

Chief Operating Officer

Britt Botts

Client Service Administrator

Chad L. Burch, CFP®

Partner, Investment Adviser Representative

Crystal Freeman

Front Desk Administrator

Dara Adeosun

Project Manager

David Hamel, CFP®

Investment Adviser Representative

Duncan Bowie, CFP®

Investment Adviser Representative

Erin E. Martin, AIF®

Partner, Retirement Plan Adviser

Haley Wright

Customer Service Account Manager

Hunter Terrell

Operations Lead

J Dortch

Account Executive

Jennifer MacAleese, CFP®

Investment Adviser Representative

Kristine Straub

Client Service Administrator

Krystal Boxell

Chief Compliance Officer

Mariana Alvarado

Account Administrator

Marisa Meadows

Retirement Plan Specialist

Michelle Martin

Financial Planning Case Manager

McKenna Clifford, CFP®

Investment Adviser Representative

Nate Fowler

Richard L. Phillips, Jr., CFP®

Partner, Investment Adviser Representative

Riley Reimschisel, CFP®

Partner, Investment Adviser Representative

Shannon H. Hardiek

Partner, Investment Adviser Representative

Sherrie Cahill

Client Service Administrator

Taylor Fonseca