Joshua Fitzmorris

Financial Planner, Dave Ramsey SmartVestor Pro

Jesse Shaw

Financial Advisor

Joe Loughran

Chief Operating Officer

Stephanie Gerhard

Support Team Lead

Taylor Alt

Fiduciary Investment Advisor

Serena Riggs

Insurance Administrator

Rick Godfrey II

Chief Executive Officer

Chloe Foster

Director of Operations

Karissa Favazza

Executive Assistant

Matias Garcia Holgado

Administrative Support Team Associate

David Kovacs

OSJ Reporting Specialist