MEET OUR TEAM

Showing 1 - 34 of 34
CEO | Executive Managing Director
CPA, MST, CTFA
Managing Director, Strategy
MBA, MSSI
Managing Director, Planning
CFP®, ChFC, CLU, RSP
Lisa Davis
Managing Director, Tax Planning
CPA, MACC
David-Ardnt
Managing Director, Tax Compliance
CPA
Chris Dorn
Managing Director, Operations
COO
Managing Director, Legal Services
Esq.
Estate & Tax Strategist
J.D., LL.M
Jake Tornow
Managing Director, Systems Infrastructure
Hugh Singletary
Managing Director, Insurance Planning
Gus-Harper
Attorney
Esq.
Gus-Byom
Certified Public Accountant
CPA
Certified Public Accountant
CPA
Doug-Bruhns
Certified Public Accountant
CPA
Certified Public Accountant
CPA
Certified Public Accountant
CPA
Beth-Wheeler
Managing Director, Trust Planning
MFP, CTEP, RSP
Managing Director, P&C Insurance
Chief Marketing Officer, P&C Insurance
Associate Agent, P&C Insurance
Jake Duvall
Managing Director, Special Needs Planning
CTFA, ChSNC®
April Tucker
Managing Director, Client Experience
Multimedia Specialist | Audio & Video
Operations Manager - Insurance
Operations Manager, P&C Insurance
Stephanie Howard
Client Experience Specialist
Will Giesbrecht
Tax Specialist
Seth-Weiland
Certified Public Accountant
CPA
Tax Specialist
Mason-Wirtz
Tax Specialist
Tax Specialist
Nicole-Determann
Manager of Client Experience
Client Experience Specialist
Insurance Admin