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Meet Our Team

From diverse professional backgrounds, our team of professionals
join together to create a unique experience for our clients.

John Hoffman Team Image

John Hoffman

Managing Partner
Jason Hester Team Image

Jason Hester

Managing Partner
Erika Wood Team Image

Erika Wood

AIF®, RICP®, CFP®

Executive Director of Planning
Blair Enfield Team Image

Blair Enfield

CFP®

Chief Growth Officer
Pete Peterson Team Image

Pete Peterson

AIF®, CRPS®, CPFA®, C(k)P®

Executive Director Corporate Solutions
Jim Mars Team Image

Jim Mars

CFP®

Chairman of the Board
Steven Rutledge Team Image

Steven Rutledge

Executive Director of Insurance Operations
Stephanie Elton Team Image

Stephanie Elton

Chief of Staff
Mark Oswald Team Image

Mark Oswald

Chief Compliance Officer
Charlene Smith Team Image

Charlene Smith

Executive Director of Client Engagement
Emory Smith Team Image

Emory Smith

Executive Director of Insurance Strategies
Brittany Collier Team Image

Brittany Collier

Director of Accounting
Chad Slotta Team Image

Chad Slotta

Chief Strategy Officer
Michael Rabiner Team Image

Michael Rabiner

Executive Director of Investments