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Business Services Engagement Manager
Rebecca Anderson
Senior Tax Advisor
Bill Armistead, CPA
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Retirement Plan Advisor
Leslie Ballantine, CPFA
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Senior Business & Tax Advisor
Jason Brangers
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Director, Retirement Plan Solutions
Stephanie Broughton
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Senior Business Services Advisor
Mark Brown
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Vice President, Business Services Division
Michael Bryan, CPA
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Tax & Business Advisor
Katie Butler, CPA
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Tax & Business Advisor
Charlene Chessler
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Senior Accountant
Jacey Dakin
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Senior Financial Advisor
Jeremy Davis, CFP®, CExP™, CHBC, CEPA
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Senior Business Advisor, ESOP and M&A
Angie Duncan, CPA
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Client Service Administrator
Trina Durbin
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Senior Dental Business Advisor
Kathy Goodman
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Senior Retirement Plan Advisor
Jeff Graf
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Senior Accountant
Amanda Harris
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Tax & Business Advisor
Josh Herman
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Tax & Business Advisor
Emily Herring, CPA
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Senior Tax & Business Advisor
Nikki Hollis, CPA
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Retirement Plan Advisor
Nick Jackson
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Tax & Business Advisor
Darcy James
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Director, Business Advisory Services
Shannon Jenkins
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Accountant
Wesley Jorette
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Retirement Plan Advisor
Raymond Keith
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Tax & Business Advisor
Rashad King
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Retirement Plan Process Specialist
Becky Kingery
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Client Service Administrator
Caroline Koenig
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Senior Financial Advisor
Gavin Koenig
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Financial Advisor
Boone Lewis
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Tax & Business Advisor
Vince Mazzone, J.D., EA
[email protected]
Tax Compliance Process Manager
Morgan McDowell
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Senior Tax & Business Advisor
Patrick McGuire, CPA
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Senior Business Services Advisor
Craig Nance
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Retirement Plan Advisor
Mark Priebe, CPFA
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Tax & Business Advisor
Bryan Silveira
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Tax & Business Advisor
Nick Sheeley
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Retirement Plan Services Administrative Manager
Lindsey Addison Shimin
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Senior Accountant
Morgan Simpson
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Accountant
TC Smith
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Accounting Coordinator
Jean Steffan
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Tax & Business Financial Advisor
Alanson Stumler
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Accountant
Bob M Thieman
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Business Services Administrative Manager
Kendra Thornburg
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Senior Accountant
Megan Tivitt
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Tax & Business Advisor
Philip Tivitt
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Senior Retirement Plan Advisor
Jim Trujillo
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Tax & Business Advisor
Jacob Ward, CPA
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Senior Retirement Plan Advisor
Jamie Weissman, CPFA, AIFA®
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Retirement Plan Service Coordinator
Amanda Yearns
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Vanessa Blue
Vanessa Blue
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Senior Business & Tax Advisor
Chris Carter
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Business Services Administrator
Carol Clark
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Supervisor
Jacob Clemons
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Senior Accountant
Tim Cooper
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Senior Accountant
Blake Ditto
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Senior Accountant
Sarah Durham
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Business Services Advisor
Stephenie Farrow
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Senior Accountant
Bethany Gibson
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Manager
Carrie Grey
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Staff Accountant
Matthew Hay
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Client Service Administrator
Karen Hunley
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Senior Accountant
Tyler Jenkins
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Senior Manager
Scott Kisselbaugh
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Senior Manager
Philip Logsdon
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Senior Accountant
Steve Roy
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Business Services Administrator
Claudia Showers
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Staff Accountant
Thomas Stasel
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Senior Accountant
Lisa Thompson
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Business Services Administrator
Carol Vowels
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Business Services Administrator
Laura Watts
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Staff Accountant
Morgan Wyatt
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Client & Business Services Administrator
Shelby Dillon
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Senior Tax Accountant
April Essex
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Advisor
Brenda Johnson
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Staff Accountant
Dustin Kindervater
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Receptionist & Business Services
Marsha Logsdon
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Receptionist & Business Services
Tricia Mattingly
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Manager
Jill Reiter
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Staff Accountant
Maria Weis
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Senior Tax & Business Advisor
Christy Craig, CPA
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Client Service Administrator
Becky Kingery
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Accountant
Sarah Patton
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For Businesses
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Corporate Solutions
Employer Financial Benefits Solutions
Retirement Plan Solutions
Institutional Services
Business Services
Tax Services
Business Advisory Services
Business Owner Financial Planning
Estate Planning
Practice Owner Solutions
Advisor Solutions
Outsourced CIO
ARGI Max
Trust Services
Insurance Solutions
Transition & Exit Planning Services
For Individuals
Menu Item
FOR INDIVIDUALS
Comprehensive Financial Planning
Multi-Family Office
About Us
About Image
About Links
Team
Corporate Philosophy
Awards
Careers
Resources
ARGI Form CRS
Cerity Partners Form CRS
Blog & Insights
FAQs
Events
Contact Us
Client Logins