Associates
Talented Team Members Working for You
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Jennifer Bachelor, CFP®
Senior Associate
Connor Carlis, CPA, CFP®
Senior Associate
Benjamin DePalmo
Senior Associate
Jonathan Gerrard, CFP®, EA
Senior Financial Planner
Kory Gildea, CFP®
Senior Associate
Taylor Hammond, CFP®
Senior Associate
Stephen Jackson, CFP®
Senior Associate
Bryan Kamau, CFP®
Senior Associate
Samuel Leech, CFP®
Senior Associate
Sarah Markwalter, CFA, CFP®
Senior Associate
Edwin Martin, CFP®
Senior Associate
Demi Olatunbosun, CFP®
Senior Associate
Mitchell Phillips, CFP®
Senior Associate
Milton Pullen, CFP®
Senior Associate
Andrew Robertson, CFP®
Senior Associate
Ashley Tucker, CFP®
Senior Financial Planner
Josh Vaughan, CFP®
Senior Associate
Charlotte Vidal, CFA, CFP®
Senior Associate
Nate Wilinski, CFP®
Senior Associate
Stephen Amason, CPA, CFP®
Associate
Nzube Anunobi
Associate
Lauren Baccari
Associate
Nick Brink
Associate
Gavron Campbell, CFP®
Associate
Solomon Cohen
Associate
Cody Collins
Associate
Alex Colovos
Associate
Kate Edmunds
Associate
Rett Evans
Associate
Casey Forbes
Associate
Charlie Gilroy, MBA
Associate
Rory Glatt, CFP®
Associate
Kathleen Griffis
Associate
Riley Groves
Associate
Jeannie Heerlein
Associate
Lydia Knoll
Associate
Ryan Lefler, MBA
Associate
Garrett Liebe, CFP®
Associate
Garrett Mashburn
Associate
Garrett Owen, CPA, CFP®
Associate
Dhruv Patel
Associate
Zach Pearson
Associate
Brian Sipple, CFP®
Associate
Ashley Slay
Associate
Sarah Smith, CFP®
Associate
Sharon Snyder, CFP®
Associate
Ana Stella
Associate
Christen Tucker
Associate
Benjamin Van Zee
Associate
Harrison Wiger, CFP®
Associate