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