Personal Planning

Financial Advisor

Justin Barley, CFP®

Financial Advisor & Legal Strategist

Steven Beck, J.D., CFP®

Client Relationship Specialist

Kristie Bonifer

Financial Advisor

Alec Broughton, CFP®

Senior Financial Advisor

Ron Butt, CFP®

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

Financial Advisor

Neal Donhoff, CFP®

Financial Advisor

Julio Driggs, J.D., CFP®

Financial Advisor

Clint Eakles, CFP®

Client Relationship Specialist

Anne Elliott

Business Development for Multi-Family Office

Kelly Emerine

Financial Advisor

Eldar Feyzulov

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®

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®

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 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

Chief Executive Officer

Joe Reeves, CFP®

Financial Advisor

Madeline Schreck, CFP®

Corporate Relations Associate

Payton Sims

Corporate Relations Strategist

Lyric Smith

Client Engagement Specialist

Christine Stewart

Client Experience Administrator

Kameron Terrel

Senior Financial Advisor

Joe Tichenor, CFP®

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

Financial Advisor

Brian Casey, CFP®

Financial Advisor

Ryan Eversole, CFP®

Financial Advisor

Scott Faulkner, 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 Manager

Austin Schreck

Financial Advisor

Ellie Snyder

Financial Advisor

John Stanovich, CFP®

Client Experience Administrator

Katie Stenger

Business Development

Kim Wade, MBA

Senior Financial Advisor

Steve Wahl

Financial Advisor

Zachary Woodward, CFP®, AWMA®

Financial Advisor

Stephen Klingler, CFP®, CRPC®

Financial Advisor

Andrew Verdeyen, CFP®

Receptionist and Client Experience Administrator

Anita Walker

Financial Advisor

Cameron Brown, CFP®, CTFA

Client Experience Administrator

Courtney Gentry

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®