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
Brian Smith
CFP®, CRPC®, MBA
Director of Planning
Jim Mars
CFP®
Chairman of the Board
Steven Rutledge
Executive Director of Insurance Operations
Richard Bjorklund
Insurance Advisor
Brad Neugebauer
Senior Advisor
Scott Munger
Senior Advisor
JW Waggoner
Business Development
Chris Tipton
CFP®, CFS®, ChFC®