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Rick Kent
Chief Executive Officer
Rick Kent
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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
Kay Lynn Mayhue, CFP®, AEP®, RFC®
President
Martina Chisholm
VP-Marketing
Mike Mitchell
Chief Financial Officer
Kyle Walker
Technology Project Manager
