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Our Team

DONALD BOLDEN, CFP®, CLU

SENIOR WEALTH ADVISOR, PRIVATE WEALTH DIRECTOR

CLAY COOK

ASSOCIATE ADVISOR

ALLISON DOTY, CFP®

ASSOCIATE ADVISOR

JENNIFER FENSLEY, CFP®, CRPS®

WEALTH ADVISOR, WEALTH MANAGEMENT DIRECTOR

ANTHONY MCCALLISTER, AIF®, J.D.

WEALTH ADVISOR, 401(k) SERVICES DIRECTOR

BILLY MCCARTHY

INVESTMENT ADVISOR

SCOTT MCDOWALL, CFP®

WEALTH ADVISOR

LEWIS ROBINSON, CPA

ADVANCED PLANNING DIRECTOR

MEREDITH AGAN

OPERATIONS SPECIALIST

KARA ARMSTRONG

CHIEF OPERATING OFFICER

EMILY D’HOLLOSY

CLIENT SERVICE ASSOCIATE

ANGIE GORDON, CTS™

FINANCIAL PLANNING ASSOCIATE

BROOKE GUY

CLIENT SERVICE ASSOCIATE

MICHAEL HOLT

CLIENT SERVICE ASSOCIATE

AMY KENNEDY

MARKETING DIRECTOR

RENA MILLER

ADMINISTRATIVE ASSISTANT & FACILITIES MANAGER

PETER RAMSEY, MSM, CIMA®

SENIOR INVESTMENT ANALYST

BRACK REGISTER

CLIENT SERVICE ASSOCIATE

LYDIA SOTO, ChFC®

CLIENT SERVICE ASSOCIATE

VALARIE WEISIGER

SENIOR CLIENT SERVICE ASSOCIATE

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