John Hoffman
Managing Partner
Jason Hester
Managing Partner
Erika Wood
AIF®, RICP®, CFP®
Executive Director of Planning
Blair Enfield
CFP®
Chief Growth Officer
Pete Peterson
AIF®, CRPS®, CPFA®, C(k)P®
Executive Director Corporate Solutions
Sue Marsh
Director of Trust & Tax
Brian Smith
CFP®, CRPC®, MBA
Director of Planning
Alana Tallarico
CFP®
Financial Planner
Jim Mars
CFP®
Co-Founder/Chairman of the Board
Steven Rutledge
Executive Director of Insurance Operations
Stephanie Elton
Chief of Staff
Richard Bjorklund
Insurance Advisor
Jacinta Thompson
AIF®, CPFA®
Director of Corporate Solutions
Austin Vanhove
ChFC®
Insurance Advisor
Erica Sutphin
Director of Underwriting
Brad Neugebauer
Senior Advisor
Tom Hannon
CFP®
Managing Advisor
Jeanne Dortch
Insurance Associate
Mark Oswald
Chief Compliance Officer
Erin Ovre
Director of Client Engagement
Scott Munger
Senior Advisor
Amy Batta
Wealth Advisor
Lindsey Gresham
Investment Associate
JW Waggoner
Business Development
Veronica Germann
Client Engagement Associate
Mike Bernier
Director of Mergers & Acquisitions
Greg Trump
CFP®
Senior Estate Planner
Jacki Kolkman
CFP®
Director of Investments
Charlene Smith
Executive Director of Client Engagement
Robin DeHoyos
Executive Administrator
William Kientz
CLU®, ChFC®, CFP®
Wealth Advisor
Dan Berve
CRPS®
Director of Financial Wellness
Christina Steigauf
Director of Insurance
Chris Tipton
CFP®, CFS®, ChFC®
Senior Advisor
Katie Enloe
Client Engagement Associate
Kendra Foster
Client Engagement Associate
Julie Lang
Client Engagement Associate
Stephen Kinsley
Financial Planner
Dalton Richards
CPFA®
Financial Planner
Emory Smith
Senior Advisor
Amber Rogers
Senior Managing Advisor
Mark Greene
Corporate Solutions Advisor
Vanessa Spenard
CFP®
Financial Planner
George Hester
Co-Founder/Senior Advisor
Ellie Haylund
Client Engagement Associate
Lori Kinsley
Client Engagement Associate
Scott Bradbury
Financial Coach
Crystal Scott
Planning Associate
Kenia Jones
Corporate Solutions Advisor
Ginger Perry
Client Engagement Associate
Dustin Haraway
CFP®, AAMS®
Wealth Advisor
Amber Fluit
Financial Coach
Brittany Collier
Director of Accounting
Chad Slotta
Chief Strategy Officer
Imelda Rangel
Client Engagement Associate
Dan Swenson
Corporate Solutions Advisor
Michael Rabiner
CFA®