Matt Mulcock, CFP®
Managing Partner / Sr. Advisor
Ryan Isaac, CFP®
Co-founder / Sr. Advisor
Jake Elm, CFP®
Financial Advisor
Lauren Kearl
Financial Advisor
Taylor Sutterfield, MAcc, CFP®
Financial Advisor
Will Gochnour, CFP®
Financial Advisor
Becky Pfisterer
Marketing Director
Cody Barrus
Financial Planning Associate
Jackson Armstrong, CFP®
Financial Planning Associate
Justin Copier
Managing Partner
Kaye Robison
Business Operations Manager
Landen Bigelow
Investment Operations Intern
Maddy Bowers
Financial Planning Associate
Megan Roderick
Investment Operations Associate
Powell Naylor, CFP®
Director of Client Solutions
Rabih Dimachki, CFA
Director of Investment Strategy
Spencer Chipping, MBA
Sr. VP of Business Development
Sthuti Patel
Marketing Coordinator