Org chart
Mark Wesson
CEO
Mark Wesson
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Don Murphy
Co-Founder
Rhonda Lutzke
CID Chief Strategy Officer
Glenn Waddell
General Counsel
Daniel Phillips
Director of Investments
Todd Kessler
Director of Compensation Consulting & Financial Modeling
Ed Hart
Director of Marketing & Business Development
Leslie Urrea
HR Director
Jessica Riner
CID Leader
Randy Wilson
Director of Spiritual Integration
Micky Reeves
Senior Wealth Advisor
Jim Darlington
Senior Financial Advisor
Stephen Miller
Senior Financial Advisor
James Miller
Senior Financial Advisor
Parker Morris
Financial Advisor
Jamie Vandenheuval
Financial Advisor
Travis Hodge
Financial Advisor
John R. Burch
EverSource Wealth Advisor
Jonathan Tue
EverSource Wealth Advisor
Rachel McDonough
Wealth Advisor, Wealth Squared
Caleb Bagwell
Wealth Impact Advisor
Kevin Grady
Wealth Advisor
