Daryl Seaton

President & CEO

Erin Taylor

Senior Vice President of Marketing & Communications

Bill Sowell

Founder & Chief Strategy Officer

Cindy Sowell

Executive Vice President

Laura McCabe

Director of Marketing

Evan Sowell

Director of Relationship Management

Ryan Tite

Compliance Officer

Abby Sowell

Transition & Solutions Consultant

Donna Olivarri

Executive Assistant

Gary Taylor

Managing Director of Operations

Jason Lester

Senior Accountant

JD Deuschle

Financial Advisor

Justin Travis, CFP®

Financial Advisor

Kyle Dulin

Corporate Accountant & Billing Specialist

Jared Whitehead

Data Management Specialist

Eric Arca

Solutions Consultant