Associates
Talented Team Members Working for You
Filter By
Locations
Jennifer Bachelor, CFP®
Senior Associate
Connor Carlis, CPA, CFP®
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
Jarrel (“JD”) Longino, CPA, CFP®
Senior Associate
Sarah Markwalter, CFA, CFP®
Senior Associate
Edwin Martin, CFP®
Senior Associate
Demi Olatunbosun
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
Stephen Amason, CPA
Associate
Lauren Baccari
Associate
Nick Brink
Associate
Gavron Campbell
Associate
Solomon Cohen
Associate
Cody Collins
Associate
Alex Colovos
Associate
Rett Evans
Associate
Casey Forbes
Associate
Charlie Gilroy, MBA
Associate
Rory Glatt, CFP®
Associate
Jeannie Heerlein
Associate
Kathleen Griffis
Associate
Ryan Lefler, MBA
Associate
Garrett Liebe
Associate
Garrett Owen, CPA
Associate
Dhruv Patel
Associate
Zach Pearson
Associate
Brian Sipple
Associate
Ashley Slay
Associate
Sarah Smith, CFP®
Associate
Sharon Snyder, CFP®
Associate
Ana Stella
Associate
Christen Tucker
Associate
Harrison Wiger
Associate
Kate Williams
Associate