Meet the Team
Your Financial Advisor will develop a plan with strategies designed to help meet your financial goals and will utilize the firm’s specialists to bring you our best financial advice. Your advisor and their team will be there to help you every step of the way, as you implement your financial plan and review and revise it over the years.
Adam Hornek, CFP®
Financial Advisor
Alec Broughton
Financial Advisor
Amanda Holmes
Senior Accountant
Amanda Yearns
Client Service Administrator
Angel Spillers
Client Service Administrator
Angie Morrison, CPA
Chief Financial Officer
Anil Shetty
Senior Accountant
Ann M. Fisher, CPA
Senior Tax & Business Advisor
Anne Elliott
Client Service Administrator
Austin Jones
Financial Advisor
Austin Schreck
Financial Associate
Barbara Passafiume
Insurance Coordinator
Becky Cheetham
Receptionist and Client Service Administrator
Becky Kingery
Client Service Administrator
Ben E. Carter, CPA
Tax & Business Advisor
Ben Hardigg, CFP®
Financial Advisor
Ben Hardin
Financial Advisor
Beth Moses
Receptionist & Client Service Administrator
Bethany Gibson
Tax & Business Advisor
Bill Armistead
Senior Financial Advisor
Bill Russ
Tax & Business Advisor
Bill Walker
Senior Financial Advisor
Blake Ditto, CPA
Tax & Business Advisor
Brad Fry
Trading & Investment Associate
Brian Mattingly, MBA
Trading and Investment Associate
Brian S. Woosley, CPA
Senior Tax & Business Advisor
Brittany Lawson
Client Service Administrator
Brittany Meyer
Senior Accountant
Bryan Peebles, CPFA
Financial Advisor
Buddy Peebles
Facilities Coordinator
Cameron Brown, CTFA, CFP®
Financial Advisor
Cara Crawford
Client Service Manager
Cathleen Theiler
Accounting Coordinator
Chris Green, CPA
Director of CFO and Accounting Services
Chris Morgan
Senior Accountant
Christie Ballenger
IT Support Coordinator
Christina Davis
Senior Manager, Client Service
Christina Stone
Risk Management Policy Service Specialist
Christine Stewart
Client Service Administrator
Cindy Lofton
Risk Management Operations Manager
Clay Keeley
Manager of Investment Education and Communication
Clint Eakles, CFP®
Financial Advisor
Colin Gray, CFP®
Director, Personal Planning Division
Colin Wheeler, CFP®
Financial Advisor
Connor Powell, CPA, MBA
Tax and Business Advisor
Crissy Fiscus, CPA, CGMA®
Business Services Advisor
Dan Cupkovic, CFP®
Director of Investments
Danette Barnes
Senior Accountant
Darcy James
Tax & Business Advisor
Dave Zimmerman, CLU®, ChFC®, CExP™
Senior Financial Advisor
Dena R. Nelsen, CFP®
Senior Financial Advisor
Denise Bright
Chief Operations Officer
Cheri Denise Butts
Client Service Administrator
Derek Bonifer, CFA
Portfolio Manager
Dr. Indu Chhachhi
Financial Advisor, Professor of Finance
Elaine Phillips
Senior Accountant
Emily Herring
Tax and Business Advisor
Emily Lykins
Client Service Administrator
Eric Chumbler
Financial Advisor
Erin Haynes Reed
Director of Business Development
Erin O'Reilly
Financial Advisor
Felicia Cole
Receptionist and Client Service Administrator
Gavin Koenig, CRPC®, AIFA®, CPFA
Senior Financial Advisor
Gregory King
Senior Tax Advisor
Hannah Crockett
Receptionist and Client Service Administrator
Hunter Willis, CFP®
Trading and Investment Associate
Jamie Berens
Client Service Manager
Jamie Weissman, AIFA®, CPFA
Senior Financial Advisor
Jan Peebles, IACCP®
Chief Compliance Officer
Jason Brangers, EA
Personal & Business Services
Jason Hill, CPA
Tax & Business Advisor
Jason Simpson, CFP®
Financial Advisor
Jason Waters, CFP®
VP, Personal Planning Division
Jean Steffan
Accounting Coordinator
Jeanne J. Fisher, CFP®, CPFA
Senior Financial Advisor
Jeff Drake, CFP®
Business Operations Analyst
Jeff Graf, CPFA
Financial Advisor
Jennifer A. Butt Huelsman, CFP®, AIF®
Financial Advisor
Jeremy Davis, CFP®, CExP™
Financial Advisor
Jim Downing
Senior Financial Advisor
Jim Trujillo, CFP®, CCFS®
Financial Advisor
Joe Reeves, CFP®
Chief Executive Officer
Joe Surrell
Senior Financial Advisor
Joe Tichenor, CFP®
Senior Financial Advisor
Johanna Furlong
Compliance Associate
Josh Herman
Tax and Business Advisor
Justin Barley
Financial Advisor
Justin Duncan
Compliance Associate
Karen Clinkenbeard
Senior Accountant
Katie Butler, CPA
Tax and Business Advisor
Katie Pfeifer, CFP®
Financial Advisor
Kelly Emerine
Business Services Advisor
Kelly Mangum
Receptionist
Kendra Thornburg
Client Service Administrator
Kevin Boddy
Investment Service Associate
Kevin Costello
Service Processor
Kevin Lynch, J.D., CFP®
Senior Financial Advisor
Kristie Bonifer
Client Service Administrator
Kyle Kursim, CFP®
Financial Advisor
Landon Brantley, CFP®
Financial Advisor
Larry Woodward
Regional Director of Sales & Operations
Lauren Seaman, MS-HRM
HR Manager
Lindsey Addison
Client Service Administrator
Lindsey Chastain
Accounting Manager
Lora Mohler
Client Service Administrator
Lori Vowels
Senior Accountant
Lyric Smith
Client Service Administrator
Madeline Schreck
Financial Associate
Manuel Ortiz Smith, CPA
Financial Advisor
Marc Sanborn
Financial Advisor
Mark Brown, CPA
Business Services Advisor
Mark Josefczyk
Strategic Relationship Specialist
Mark Priebe
Financial Advisor
Matt Watkins, J.D., LL.M.
Financial Advisor and General Counsel
Matt Westfall, CFA®
Portfolio Manager
Michael Bryan, CPA
VP, Business Services Division
Mike Waldridge, ChFC®
Senior Financial Advisor
Morgan McDowell
Client Service Administrator/Tax Department Coordinator
Morgan Simpson
Accountant
Neal Donhoff, CFP®
Financial Advisor
Neil Quinlan, CFP®
President
Nick Jackson, J.D., AIF®, QPFC
Financial Advisor
Nick Whitmer
Financial Advisor
Pat Killman
Client Service Administrator
Patty Mauck
Client Service Manager
Philip Logsdon, CPA
Senior Tax & Business Advisor
PJ Gibbs, CFP®
Financial Advisor
Rachel L. Brindle, CPA
Tax & Business Advisor
Ray Llewellyn, CFA
Financial Advisor
RC Bascur
HR and Payroll Associate
Rebecca D. Anderson
Implementation Manager
Richie Phares
Business Services Advisor
Rob Thompson
Financial Associate
Rob Tittle, CFP®
Financial Advisor
Robert M. Curry, CFP®
Senior Financial Advisor
Ron Beaton, CFP®
Senior Financial Advisor
Ron Butt, CFP®
Senior Financial Advisor
Ryan Burch
Trading and Investment Associate
Sarah Durham
Tax & Business Advisor
Scott Kisselbaugh, CPA
Senior Tax & Business Advisor
Shane Hall, CFP®
Financial Advisor
Shannon Jenkins, CPA, MBA
Business Services Advisor
Shari K. Hooper
Senior Financial Advisor
Shelby Babcock
Executive Assistant
Stephanie Broughton
Director of Business Retirement Plan Services
Steve Roy
Business Services Advisor
Steve Wahl
Senior Financial Advisor
Steven Beck, J.D., CFP®
Estate Planning Specialist & Financial Advisor
Steven Kramer, CFP®
Financial Advisor
Tabitha Negron
Client Service Administrator
Tammy Allen
Client Service Administrator
Tammy Golde, CFP®
Senior Manager, Planning Education & Quality Control
Tanee Brewer
Senior Accountant
Taylor Derringer
Business Development Associate
Tim Cooper, CPA
Tax & Business Advisor
Tina Freeman
Receptionist and Client Service Administrator
Tyler Jenkins, CPA
Tax & Business Advisor
Vince Mazzone
Tax and Business Advisor
Vincent Brodbeck, J.D., LL.M.
Tax and Business Advisor
Wendy Roberts
Personal Service Manager
Zach Johnstone
Director of IT
Amanda Mattingly
Advertising and Creative Design Specialist
Emily Trujillo, CAP®
PR and Communications Specialist
Denise Jewell
Marketing Manager
