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, CFP®. CCFS®
Financial Advisor
Amanda Harris
Senior Accountant
Amanda Yearns
Client Service Administrator
Andy Verdeyen, CFP®
Financial Advisor
Angel Spillers
Client Service Administrator
Angie Morrison, CPA
Chief Financial Officer
Ann M. Fisher, CPA
Senior Tax & Business Advisor
Anne Elliott
Client Service Administrator
Austin Jones
Financial Advisor
Austin Schreck
Financial Advisor
Barbara Passafiume
Risk Management Operations Manager
Becky Kingery
Client Service Administrator
Ben E. Carter, CPA
Tax & Business Advisor
Ben Hardin
Financial Advisor
Bethany Gibson
Tax & Business Advisor
Bill Armistead
Senior Financial Advisor
Blake Ditto, CPA
Tax & Business Advisor
Boone Lewis
Financial Advisor
Brad Fry, CFA
Investment Analyst
Brenda McCubbins Johnson, CPA
Tax & Business Advisor
Brian Casey, CFP®
Financial Advisor
Brian Mattingly, MBA
Investment Analyst
Brian S. Woosley, CPA
Senior Tax & Business Advisor
Brittany Lawson
Client Service Administrator
Caitlin Yates
Investment Service Associate
Caleb Lee
Financial Advisor
Cameron Brown, CTFA, CFP®
Financial Advisor
Cara Crawford
Client Service Manager
Carrie Grey, CPA, CVA
Tax & Business Advisor
Cathleen Westfall
Accountant
Chase Norcini
Trading & Investment Associate
Chris Carter, CPA
Senior Tax & Business Advisor
Christie Ballenger
IT Support Coordinator
Christina Davis
Senior Manager, Client Service
Christina Stone
Risk Management Advisor
Christine Stewart
Client Service Administrator
Christy Craig
Tax & Business Advisor
Chuck Thieman, J.D., CHBC
Consultant
Clay Keeley
Manager of Investment Education and Communication
Clint Eakles, CFP®
Financial Advisor
Colin Gray, CFP®
Director, Personal Planning Division
Colin Wheeler, CFP®
Senior Financial Advisor
Connor Powell, CPA, MBA
Tax and Business Advisor
Courtney Woolever
HR Operations Coordinator
Dan Cupkovic, CFP®
Director of Investments
Danette Barnes
Senior Accountant
Darcy James
Tax & Business Advisor
Dena R. Nelsen, CFP®
Senior Financial Advisor
Denise Bright
Operations Specialist
Cheri Denise Butts
Client Service Administrator
Dr. Indu Chhachhi
Financial Advisor, Professor of Finance
Elaine Phillips
Senior Accountant
Emily Herring
Tax and Business Advisor
Emily Lykins
Client Service Administrator
Erin Haynes Reed
Business Development, Corporate Solutions
Erin O'Reilly
Financial Advisor
Felicia Cole
Client Experience Administrator
Gavin Koenig, CRPC®, AIFA®, CPFA
Senior Financial Advisor
Hannah Crockett
Client Experience Administrator
Hunter Willis, CFP®, CAIA, CFA
Portfolio Manager
Jacey Dakin, CEPA
Accountant
Jacob Clemons, CPA
Tax & Business Advisor
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
Jeff Drake, CFP®, PMP®
Project Manager
Jeff Graf, CPFA
Financial Advisor
Jeff Partin, CFP®
Financial Advisor
Jennifer A. Butt Huelsman, CFP®, AIF®
Financial Advisor
Jeremy Davis, CFP®, CExP™
Financial Advisor
Jill Reiter, CPA
Tax & Business Advisor
Jim Trujillo, CFP®, PPC®
Financial Advisor
Joe Reeves, CFP®
Chief Executive Officer
Joe Surrell
Senior Financial Advisor
Joe Tichenor, CFP®
Senior Financial Advisor
Joe Zurschmiede
Financial Advisor & Legal Strategist
Johanna Furlong
Compliance Associate
John D. Stanovich
Financial Advisor
Jon Dannemiller, CEPA
Senior Risk Management Advisor
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 Development, Personal & Business Solutions
Kelly Mangum
Client Service Administrator
Kendra Thornburg
Client Service Administrator
Kevin Boddy
Trading & Investment Associate
Kevin Lynch, J.D., CFP®
Business Development, Senior Financial Advisor
Kristie Bonifer
Client Service Administrator
Kyle Kursim, CFP®
Financial Advisor
Lauren Seaman, MS-HRM
Director of Human Resources
Lindsey Addison Shimin
Client Service Administrator
Lindsey Chastain
Accounting Manager
Lora Mohler
Client Service Administrator
Lori Vowels
Senior Accountant
Madeline Schreck
Financial Advisor
Makayla Campbell
Accountant
Marc Sanborn
Financial Advisor
Mark Brown, CPA
Business Services Advisor
Mark Josefczyk
Business Development, Strategic Relationship Specialist
Mark Priebe
Financial Advisor
Matt Watkins, J.D., LL.M.
In-house Counsel & Financial Advisor
Matt Westfall, CFA®
Director of Investment Operations
Megan Tivitt
Senior Accountant
Melanie Kennedy
Senior Accountant
Michael Bryan, CPA
VP, Business Services Division
Mike Waldridge, ChFC®
Senior Financial Advisor
Morgan McDowell
Tax Compliance Process Manager
Morgan Simpson
Senior Accountant
Neal Donhoff, CFP®
Financial Advisor
Neil Quinlan, CFP®
President
Nick Jackson, J.D., AIF®, QPFC
Financial Advisor
Nick Whitmer
Financial Advisor
Nikki Hollis, CPA
Senior Tax & Business Advisor
Pat Killman
Client Service Administrator
Philip Logsdon, CPA
Senior Tax & Business Advisor
PJ Gibbs, CFP®
Financial Advisor
Ray Llewellyn, CFP®, CFA
Financial Advisor
RC Bascur
Employee Experience Manager
Rebecca D. Anderson
Implementation Manager
Richie Phares
Business Services Advisor
Rob Tittle, CFP®, ChFEBC℠
Financial Advisor
Robert E. Thieman, J.D., CPA
In-house Counsel & Business Advisor
Robert M. Curry, CFP®
Senior Financial Advisor
Ron Beaton, CFP®
Senior Financial Advisor
Ron Butt, CFP®
Senior Financial Advisor
Ryan Burch
Portfolio Manager
Ryan Eversole, CFP®
Financial Advisor
Sarah Durham
Tax & Business Advisor
Scott Faulkner, CFP®
Financial Advisor
Scott Kisselbaugh, CPA
Senior Tax & Business Advisor
Shane Hall, CFP®
Financial Advisor
Shannon Jenkins, CPA, MBA, CEPA
Director of CFO & Accounting Services
Shelby Babcock
Chief of Staff
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 Experience Administrator
Tammy Golde, CFP®
Senior Manager, Planning Education & Quality Control
Taylor Derringer
Business Development Associate
Tim Cooper, CPA
Tax & Business Advisor
Tina Freeman
Receptionist and Client Service Administrator
Todd Gruenig
Senior Financial Advisor
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
Zach Woodward, CFP®, AWMA®
Financial Advisor
Amanda Mattingly
Advertising and Creative Design Specialist
Emily Trujillo, CAP®
PR and Communications Specialist
Denise Jewell
Marketing Manager
