Rick Kent

Amelia Wood

Chief Transitions Officer | Partner

Chrissy Lee

Chief Operating Officer

Mark Christensen

Chief Compliance Officer

Donald Hammond

Senior Vice President/Managing Partner

Doug Blanton, CFA®

Chief Financial Officer

Jooliana Krummel

Director Of Strategic Partnerships

Joy D. Kirsch, CFP, CeFT

CFO of Life Changing Events at Merit Financial

Martina Chisholm

VP-Marketing

John Cote

Chief Growth Officer

Mike Mitchell

Chief Financial Officer