Matt Mulcock, CFP®
CEO / Sr. Advisor
Ryan Isaac, CFP®
Co-founder / Sr. Advisor
Jake Elm, CFP®
Financial Advisor
Taylor Sutterfield, MAcc, CFP®
Financial Advisor
Victoria Ferguson, CFP®
Financial Advisor
Will Gochnour, CFP®
Financial Advisor
Becky Pfisterer
Marketing Director
Jackson Armstrong
Financial Planning Associate
Jakob Wagner
Financial Planning Associate
Justin Copier
COO
Kaye Robison
Business Operations Manager
Lauren Kearl
Financial Planning Associate
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