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
Anna Thomas
Marketing Intern
Avery Simon
Investment Operations Intern
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
Preston Hill
Investment Operations Associate
Rabih Dimachki, CFA
Director of Investment Strategy
Spencer Chipping, MBA
Sr. VP of Business Development
Samantha Keller
Financial Planning Associate
Sean Griffeth, CFP®
Financial Planning Associate
Sthuti Patel
Marketing Coordinator