Our Team

Daniel Allen, JD, CFP®

Wealth Advisor, Member

Jud Cannon, CPA

Founding Member

Miller Erickson

Client Service Associate

Gretchen Gassner Turley

Director of Client Relations

Carter Giovannetti, CPFA

Wealth Advisor, Member

Fred Hiatt

Wealth Advisor & Founding Member

Amy Hudson

Senior Client Service Associate

Alicia Jeter

Compliance & Operations Associate

Peyton Klawinski

Wealth Advisor

John Phillips V, CFA, CFP®

Wealth Advisor & Founding Member

Celeste Pryor, CFP®

Wealth Advisor

JD Stambaugh, AAMS®

Wealth Advisor

Genie Stringer

Family Office & Charitable Planning Coordinator

Christopher Williamson

Wealth Advisor

Doug Wright, CPA, CITP

Chief Financial Officer & Founding Member