Wealth Advisor, Partner
Daniel Allen
Managing Director Strategic Advisory, Partner
Allen Bobango, MBA, CPA (inactive)
Founding Partner
Jud Cannon, CPA
Client Hospitality Associate
Lynn Erickson
Client Service Associate
Miller Erickson
Director of Client Relations
Gretchen Gassner Turley
Wealth Advisor, Partner
Carter Giovannetti, CPFA
Wealth Advisor & Founding Partner
Fred Hiatt
Client Service Associate
Kinsey Hutsell
Compliance & Operations Associate
Alicia Jeter
Family Office Controller
Jenny Jordan
Wealth Advisor, Partner
Peyton Klawinski, CFP®
Family Office Controller
Hannah W. Knight
Senior Client Service Associate
Amy Leach
Operations Associate
Nancy McQuillen
Wealth Advisor & Compliance Associate
Connor Mykleby, CPA
Wealth Advisor & Founding Partner
John Phillips V, CFA, CFP®
Wealth Advisor, Partner
Celeste Pryor, CFP®, CAP®
Wealth Advisor
JD Stambaugh, AAMS®
Wealth Advisor, Chief Operating Officer, Partner
Christopher Williamson, CFA
Investment Banking Associate, Strategic Advisory
Henry Wood
Wealth Advisor
Connor Wright
Chief Financial Officer & Founding Partner