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 Yearns
Client Service Administrator
Angel Spillers
Client Service Manager
Angie Morrison, CPA
Chief Financial Officer
Anne Elliott
Client Service Administrator
Austin Jones
Financial Advisor
Barbara Passafiume
Insurance Coordinator
Becky Cheetham
Receptionist and Client Service Administrator
Becky Kingery
Client Service Administrator
Ben Hardigg, CFP®
Financial Advisor
Ben Hardin
Financial Advisor
Brian Mattingly, MBA
Trading and Investment Associate
Brittany Meyer
Senior Accountant
Bryan Peebles, CPFA
Financial Advisor
Buddy Peebles
Facilities Coordinator
Cameron Brown, CTFA, CFP®
Financial Advisor
Cara Crawford
Client Service Manager
Carrie Ahlers
Receptionist and Client Service Administrator
Cathleen Theiler
Accounting Coordinator
Chris Green, CPA
Director of CFO and Accounting Services
Chris Morgan
Business Services Advisor
Christian Kurti
Network and Computer Systems Administrator
Christie Ballenger
IT Support Coordinator
Christina Davis
Director of 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®
Financial Advisor
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
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
Erin Haynes Reed
Director of Business Development
Felicia Cole
Receptionist and Client Service Administrator
Gavin Koenig, CRPC®, AIFA®, CPFA
Senior Financial 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 Simpson, CFP®
Financial Advisor
Jason Waters, CFP®
Senior Financial Advisor
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
Jesse Doyle
Accounting Coordinator
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
Planning Associate
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 Dunaway
Client Service Administrator
Kevin Boddy
Investment Service Associate
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
Assistant Controller
Lora Yates
Client Service Administrator
Lori Vowels
Senior Accountant
Lyric Smith
Client Service Administrator
Manuel Ortiz Smith, CPA
Financial Advisor
Mark Josefczyk
Strategic Relationship Specialist
Matt Watkins, J.D., LL.M.
Financial Advisor and General Counsel
Matt Westfall, CFA®
Portfolio Manager
Michael Bryan, CPA
Senior Tax and Financial Advisor
Michael Nelson
Client Service Administrator
Mike Waldridge, ChFC®
Senior Financial Advisor
Morgan MacGregor
Client Service Administrator
Morgan McDowell
Client Service Administrator/Tax Department Coordinator
Nate Salyers, CPFA
Financial Advisor
Neal Donhoff, CFP®
Financial Advisor
Neil Quinlan, CFP®
President
Nick Whitmer
Financial Advisor
Pat Killman
Client Service Administrator
PJ Gibbs, CFP®
Financial Advisor
Ray Llewellyn, CFA
Financial Advisor
RC Bascur
HR and Payroll Associate
Rebecca D. Anderson
Implementation Manager
Richie Phares
Business Services Advisor
Rob Tittle
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
Seth Todd
Estate Planning Specialist
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
Stephanie Colbert, CPA
Controller
Steve Aretakis
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®
Director of Planning Education and Quality Control
Tanee Brewer
Treasury Manager
Taylor Derringer
Business Development Associate
Tina Freeman
Receptionist and Client Service Administrator
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
