Personal Planning

Financial Advisor

Justin Barley

Financial Advisor & Legal Strategist

Steven Beck, J.D., CFP®

Client Relationship Specialist

Kristie Bonifer

Financial Advisor

Alec Broughton

Senior Financial Advisor

Ron Butt, CFP®

Client Relationship Specialist

Dena Clifford

Financial Advisor

Laurie Cortner

Client Engagement Specialist

Kevin Costello

Business Development Administrator

Maddie Costlow

Client Relationship Specialist

Cara Crawford

Senior Manager, Client Experience

Christina Davis

Financial Advisor

Neal Donhoff, CFP®

Financial Advisor

Julio Driggs, J.D., CFP®

Financial Advisor

Clint Eakles, CFP®

Client Relationship Specialist

Anne Elliott

Business Development

Kelly Emerine

Financial Associate

Eldar Feyzulov

Senior Manager, Planning Education & Quality Control

Tammy Golde, CFP®

Client Relationship Specialist

Kim Graven

Director, Personal Planning Division

Colin Gray, CFP®

Senior Financial Advisor

Todd Gruenig, CFP®

Financial Advisor

Shane Hall, CFP®, CAIA®

Financial Advisor

Ben Hardin, CFP®

Financial Associate

Zach Haynes

Client Account Manager

Katelynn Hopper

Senior Financial Advisor

Adam Hornek, CFP®

Financial Advisor

Jennifer Huelsman, CFP®, Certified Senior Advisor (CSA)®

Financial Advisor

Austin Jones, CFP®

Client Account Manager

Emily Lykins

Client Account Manager

Kelly Mangum

Financial Associate

Abigail Miles

Financial Advisor

Seth Newby

Financial Advisor

Erin O'Reilly, CFP®

Director, Corporate Relations

Katie Pfeifer, CFP®

President

Neil Quinlan, CFP®

Financial Advisor

Ally Reeves

Chief Executive Officer

Joe Reeves, CFP®

Financial Advisor

Madeline Schreck

Business Development Associate

Lyric Smith

Client Engagement Specialist

Christine Stewart

Senior Financial Advisor

Joe Tichenor, CFP®

Financial Associate

Mirza Ugarak

Vice President, Personal Planning Division

Jason Waters, CFP®

Senior Financial Advisor

Matt Watkins, J.D., LL.M, CPWA®

Senior Financial Advisor

Colin Wheeler, CFP®

Financial Advisor

Nick Whitmer

Financial Advisor & Legal Strategist

Joe Zurschmiede, J.D.

Client Experience Administrator

Jessie Angulo

Financial Advisor

Brian Casey, CFP®

Financial Advisor

Ryan Eversole, CFP®

Regional Client Experience Manager

Tina Freeman

Financial Advisor

Steven Kramer, CFP®

Financial Advisor

Kyle Kursim, CFP®

Client Account Manager

Tabitha Negron

Financial Advisor

Luke Ramey

Financial Advisor

Austin Schreck

Financial Advisor

Ellie Snyder

Financial Advisor

John Stanovich

Senior Financial Advisor

Steve Wahl

Financial Advisor

Zachary Woodward, CFP®, AWMA®

Client Experience Administrator

Pat Killman

Financial Advisor

David Stitt

Financial Advisor

Andrew Verdeyen, CFP®

Senior Financial Advisor

Brian Wright, CFP®

Financial Advisor

Cameron Brown, CFP®, CTFA

Financial Advisor

Caleb Lee

Financial Advisor

Marc Sanborn

Financial Advisor

Rob Tittle, CFP®, ChFEBC

Receptionist

Dawn Walters

Senior Financial Advisor

Indu Chhachhi

Client Experience Administrator

Felicia Cole

Senior Financial Advisor

Dena Nelsen, CFP®

Financial Advisor & Content Specialist

Ron Rhoades, J.D., CFP®

Financial Advisor

Jason Simpson, CFP®

Regional Client Experience Manager

Jamie Berens

Client Experience Administrator

Cheri Denise Butts

Financial Advisor

Ray Llewellyn, CFP®, CFA®

Senior Financial Advisor

Ron Beaton, CFP®

Financial Advisor

Stephen Klingler, CFP®, CRPC®