Our Team
Exceptional wealth management is driven by a multidisciplinary network of professionals dedicated to a culture of collaboration, specialized expertise, and a shared commitment to client success.
Leadership
TJ Claud
Chief Compliance Officer
Brent Gunn
Partner, Chief Information Officer
Chris Blakely
Partner, Regional Director, Portfolio Manager
Tom Brown
Partner, Regional Director, Wealth Advisor
Bud Rainsberger
Partner, Wealth Advisor, Regional Director
Meredith Mays
Director of Family Office
Andrew Krcatovich
Director of Family Office Operations
Lynn Lackey
Director of Human Resources
Robyn Schubart
Director of Marketing
Kelly Roy
Director of Operations
Lorry Delille
Director of Private Markets
Brian B. Musso
Managing Partner
Sarah Wuellner
Managing Partner
Kristin K. Emerson
Partner, Director of Partnership Success
No team members found for this letter.
Wealth Advisors
Charlie Adair
Partner, Wealth Advisor
Jack Adams
Partner, Retirement Plan Advisor
Mark Aloisio
Partner, Wealth Advisor
Ryan Baldwin
Wealth Advisor
Austin Barranco
Partner, Wealth Advisor
Michael Barranco
Partner, Wealth Advisor
Mark Bauer
Wealth Advisor
Chip Beard
Partner, Wealth Advisor
Joe Belew
Wealth Advisor
Brett Brownfield
Associate Wealth Advisor
Steven C. Causey
Retirement Plan Advisor
Chad Conoly
Associate Wealth Advisor
Ashley A. Constable
Tax Accountant
Greg Conway
Wealth Advisor
Tony Cottone
Wealth Advisor
Eric Geary
Wealth Advisor
Eric Jarvis
Partner, Wealth Advisor
Paul Larkin
Wealth Advisor
Michael McBride
Wealth Advisor
Carl “Brandt” McDonald
Partner, Wealth Advisor
Billy McMahon
Retirement Plan Advisor
Harve Menkens
Partner, Wealth Advisor
Tim Metz
Wealth Advisor
Melissa L. Mueller
Wealth Advisor
Aaron Nelson
Partner, Wealth Advisor
Barry Paster
Partner, Wealth Advisor
Colette Robinson
Wealth Advisor
Arthur Romano
Wealth Advisor
Carl Schultz
Partner, Wealth Advisor
Katie Scott
Associate Wealth Advisor
Bill Stone
Partner, Wealth Advisor
Cooper White
Partner, Wealth Advisor
No team members found for this letter.
Financial Planning & Client Service
Jonathan Alecusan
Paraplanner
Cole Alexander
Financial Planner
Grace Baker
Client Service Associate
Landry Barnett
Associate Financial Planner
Victoria Bauer
Client Service Associate
Tara Becki
Advisor Support Specialist
Emily Bennett
Senior Client Service Associate
Dana Benson
Senior Client Service Associate
Lisa Bracken
Senior Advisor Support Specialist
Beth Braswell
Senior Client Service Associate
Lynn Bulgrin
Client Service Associate
Katie Bunker
Client Service Associate
McKara Calhoon
Client Service Associate
Rosalind Cannon
Senior Client Service Associate
Victoria Chatman
Associate Financial Planner
Denise H. Coleman
Senior Client Service Associate
Jacqueline Costner
Senior Client Service Associate
Joanna Craft
Senior Client Service Associate
Anna Cruz
Client Service Associate
Lori DeLaTorre
Associate Financial Paraplanner
Geatjen Deliscar
Client Service Associate
Christy L. Derham
Senior Client Service Associate
Stacey Dunham
Senior Client Service Associate
Deb Falero Essex
Client Service Associate
Nick Favela
Client Service Associate
Kristen Fenley
Client Service Associate
Tom Finley
Senior Advisor Support Specialist
Dianne Flowers
Senior Client Service Associate
Abby Franz
Client Service Manager
Marty Gates
Associate Financial Planner
Nick German
Associate Financial Planner
Anna Cate Goodson
Associate Financial Planner
Jontisha Graves
Senior Client Service Associate
Jennifer B. Groulx
Client Service Manager
Zackary Gudorf
Paraplanner
Jeannine Gushiken
Advisor Support Specialist
Anne Hagerty
Client Service Specialist
Charlie Hallene
Client Service Specialist
Katy Hane
Associate Financial Planner
Brandon Helmick
Senior Client Service Associate
Megan Hendrick
Senior Client Service Associate
Nicole Hendricks
Senior Client Service Associate
Justin Herlien
Client Service Associate
Jill Hofknecht
Senior Client Service Associate
Ritchie Hood
Partner, Senior Advisor Support Specialist
Jolinda H. Hubbard
Senior Client Service Associate
Julie Johnsen
Senior Advisor Support Specialist
Mica Just
Senior Client Service Specialist
Alyssa Justice
Tax Accountant
Jennifer Kendall
Senior Financial Planner
Trey Kirksey
Financial Planning and Analysis Analyst
Karen Koch
Senior Client Service Associate
Christina Kolb
Senior Client Service Associate
Peggy Kollstedt
Client Service Associate
Monique LaPorte
Senior Client Service Associate
Cyndi Lasik
Senior Client Service Specialist
Lee Lawshe
Senior Client Service Associate
Sam MacKenzie
VP - Private Equity
Allan Mason
Senior Client Service Associate
Evan Maushart
Associate Financial Planner
London McBride
Client Service Associate
Mindy McCollister
Client Service Associate
Tina McDowell
Senior Client Service Associate
Amy Miller
Senior Client Service Associate
Brett Moore Jr.
Partner - Real Estate
Sissy Moreland
Client Service Associate
Zachary Morris
Associate Financial Planner
Rebecca Murray
Senior Client Service Associate
Jessica Newton
Senior Client Service Associate
Nevan Patel
Associate Financial Planner
Novlett Perez
Client Service Associate
Samii Perkins
Senior Client Service Associate
Lisa Peters
Senior Advisor Support Specialist
Noah B. Peterson
Client Service Associate
Molly Phalin
Client Service Specialist
Teresa Pierce
Senior Client Service Associate
Caitlin Powers
Client Service Associate
Iain Purdom
Client Service Associate
McKenna Quann
Executive Assistant
Hannah Quinlan
Client Service Associate
Mackenzie Quinn
Associate Financial Planner
Kristin Quintal
Senior Client Service Associate
Bradley J. Rathe
Partner, Senior Director of Portfolio Management
Christian Resendiz
Associate Financial Planner
Chris Rhoades
Associate Financial Planner
Barbara Rose
Senior Client Service Associate
Ashley W. Snyder
Senior Client Service Associate
Brooke Snyder
Senior Client Service Associate
Stedman Strickland
Client Service Associate
Rachel Territo
Client Service Associate
Leigh Ann Thrash
Office Manager/Senior Client Service Associate
Kenneth Toledo
Associate Financial Planner
Natalie Trainor
Senior Client Service Associate
Megan Ulmer
Paraplanner
Joelle Wade
Senior Client Service Associate
Kimberly D. Warner
Annual Plan Review Specialist
Cathy Waters
Advisor Support Specialist
Jacob Weber
Associate Financial Planner
Kinga Whitson
Senior Client Service Associate
Abby Williams
Senior Client Service Associate
Heidi Williamson
Client Service Associate
Shirley Winters
Office Manager/Senior Client Service Associate
Brenda Woltemath
Client Service Associate
No team members found for this letter.
Reach out to our Team
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