Kristen House

Estate Planning Strategist

Michael Dietz

Estate Planning Associate

Hever Castro

Paraplanner

Karolyn Banks

Tax Planning Specialist

Alexandra Krial

Marketing & Events Manager

Clu® Carmen Bississo Cima®, Aif®, Cltc®, Cas®, Cfs®

Director Of Advanced Strategies, Clu®, Cima®, Aif®, Cltc®, Cas®, Cfs®

Cayenne Rooks

Advanced Strategies Analyst

Cmfc Robert Blankenship

Senior Research Associate

Chris Forney

Investment Strategist

Kelly Timms

Executive Assistant To The President & COO

Cmfc Chad Cassaday

Director Of Information Technology

Erin Good

Director Of Operations And Client Experience

Tom Wagaman

Financial Planning Services Manager

Fpqp Chelsea Miller

Director Of Onboarding Strategies

Cindy Portillo

Onboarding Manager