Personal Planning

Financial Advisor

Justin Barley, CFP®

Financial Advisor & Legal Strategist

Steven Beck, J.D., CFP®

Financial Associate

Juston Betz

Client Relationship Specialist

Kristie Bonifer

Financial Advisor

Alec Broughton, CFP®

Client Account Manager

Tessa Carr

Client Relationship Specialist

Dena Clifford

Financial Advisor

Laurie Cortner

Client Engagement Specialist

Kevin Costello

Corporate Relations Analyst

Maddie Costlow

Senior Manager, Client Experience

Christina Davis

Senior Financial Advisor

Neal Donhoff, CFP®

Senior Financial Advisor

Julio Driggs, J.D., CFP®

Senior Financial Advisor

Clint Eakles, CFP®

Client Relationship Specialist

Anne Elliott

Business Development for Multi-Family Office

Kelly Emerine

Financial Advisor

Eldar Feyzulov

Financial Advisor

Jonah Gelhaus

Senior Manager, Planning Education & Quality Control

Tammy Golde, CFP®

Client Engagement Specialist

Kim Graven

Managing Director - Personal Planning Division

Colin Gray, CFP®

Senior Financial Advisor

Todd Gruenig, CFP®

Senior Financial Advisor

Shane Hall, CFP®, CAIA®

Financial Advisor

Ben Hardin, CFP®

Senior Financial Advisor

Ashley Hembree

Client Account Manager

Katelynn Hopper

Senior Financial Advisor

Adam Hornek, CFP®

Senior Financial Advisor

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

Senior Financial Advisor

Austin Jones, CFP®

Financial Advisor

Joshua Johnson

Client Account Manager

Kelly Mangum

Financial Advisor

Abigail Miles

Financial Associate

Brad Nenni

Financial Advisor

Seth Newby

Financial Advisor

Erin O'Reilly, CFP®

Director Of Corporate Relations

Carlie Palmer

Corporate Relations Strategist

Carman Phillips

Managing Director - Corporate Relations / Senior Financial Advisor

Katie Pfeifer, CFP®

President

Neil Quinlan, CFP®

Financial Advisor

Ally Reeves, CFP®

Chief Executive Officer

Joe Reeves, CFP®

Client Relationship Specialist

Christina Simpson

Corporate Relations Associate

Payton Sims

Corporate Relations Strategist

Lyric Smith

Director of Client Experience

Bryn Taday

Senior Financial Advisor

Joe Tichenor, CFP®

Senior Financial Advisor

Eric Towell, CFP®

Corporate Relations Specialist

Leslie Tudor

Financial Advisor

Mirza Ugarak

Vice President, Personal Planning Division

Jason Waters, CFP®

Director of Multi-Family Office

Matt Watkins, J.D., LL.M, CPWA®

Senior Financial Advisor

Colin Wheeler, CFP®

Financial Advisor & Legal Strategist

Joe Zurschmiede, J.D.

Client Experience Administrator

Jessie Angulo

Senior Financial Advisor

Brian Casey, CFP®

Senior Financial Advisor

Ryan Eversole, CFP®

Regional Client Experience Manager

Tina Freeman

Senior Financial Advisor

Steven Kramer, CFP®

Senior Financial Advisor

Kyle Kursim, CFP®

Client Account Manager

Tabitha Negron

Financial Advisor

Luke Ramey

Financial Advisor Manager

Austin Schreck

Financial Advisor

Ellie Snyder

Senior Financial Advisor

John Stanovich, CFP®

Client Experience Administrator

Katie Stenger

Senior Financial Advisor

Steve Wahl

Senior Financial Advisor

Zachary Woodward, CFP®, AWMA®

Financial Advisor

Stephen Klingler, CFP®, CRPC®

Senior Financial Advisor

Andrew Verdeyen, CFP®

Wealth Planner

AJ Zimmerman

Senior Financial Advisor

Cameron Brown, CFP®, CTFA

Client Service Administrator

Jenna Crockett

Client Experience Administrator

Courtney Gentry

Financial Advisor

Caleb Lee

Financial Advisor

Savanna Nunn

Senior Manager-Client Experience

Kellie Panter

Senior Financial Advisor

Marc Sanborn

Financial Advisor

Rob Tittle, CFP®, ChFEBC

Client Experience Coordinator

Dawn Walters

Senior Financial Advisor

Indu Chhachhi

Client Experience Administrator

Felicia Cole

Financial Advisor

Russ Curry

Senior Financial Advisor

Dena Nelsen, CFP®

Financial Advisor

Zack Payne

Financial Advisor & Content Specialist

Ron Rhoades, J.D., CFP®

Financial Advisor

Jason Simpson, CFP®

Financial Advisor

Rob Tittle, CFP®, ChFEBC℠

Regional Client Experience Manager

Jamie Berens

Client Experience Administrator

Cheri Denise Butts

CheriDeniseButts[email protected]
Senior Financial Advisor

Ray Llewellyn, CFP®, CFA®

Senior Financial Advisor

Ron Beaton, CFP®

Financial Advisor

Stephen Klingler, CFP®, CRPC®