Principals: |
|||
 Seth StreeterMS, CFP® Co-Founder and President
|
 Brad StarkMS, CFP® Co-Founder and Principal
|
 Matthew AdamsMBA Director of Investments
|
 Geoffrey GaggsMS, CFP® Director of Client Advisors
|
Team Members: |
|||
 Dannell StuartCFP®, ChFC® Director of Business Development |
 Amanda ThomasCFP®, CDFA™, AWMA® Client Advisor
|
 Andrew PensoCFP®, CAP® Client Advisor
|
 Kimberly HornMBA, CFP® Client Advisor
|
 Tricia FahnoeMBA, CFP® Client Advisor
|
 Brad TisdaleMS, CSA™ Director of Risk Management |
 Greg SmithCFP®, ChFC® Director of Financial Planning |
 Jenna CarlockCFP®, AWMA®, AAMS® Client Advisor Associate
|
 Rory MacdonaldMA Client Advisor Associate
|
 Diane Williamson
Director of Operations
|
 Jessica RossmanPortfolio Administrator
|
 Marcie LundExecutive Assistant
|
 Dawnielle BrownellAdministrative Assistant
|
|||