Our Team

Fred Hiatt

Wealth Advisor & Founding Member

John Phillips V, CFA, CFP®

Wealth Advisor & Founding Member

Gretchen Gassner Turley

Director of Client Relations

Daniel Allen, JD, CFP®

Wealth Advisor, Member

Carter Giovannetti, CPFA

Wealth Advisor, Member

Christopher Williamson

Wealth Advisor

Katie Kingsman

Wealth Advisor

Peyton Klawinski

Wealth Advisor

Genie Stringer

Family Office & Charitable Planning Coordinator

Amy Hudson

Senior Client Service Associate

Alicia Jeter

Compliance & Operations Associate

Miller Erickson

Client Service Associate

Doug Wright, CPA, CITP

Chief Financial Officer & Founding Member

Jud Cannon, CPA

Founding Member