Associates
Talented Team Members Working for You
Filter By
Locations
Trent Arnone, CFP®
Senior Associate
Jennifer Bachelor, CFP®
Senior Associate
Jonathan Gerrard, CFP®, EA
Senior Financial Planner
Kory Gildea, CFP®
Senior Associate
Greg Herbert, CFP®, BFA™
Senior Associate
Bryan Kamau, CFP®
Senior Associate
Jarrel (“JD”) Longino, CPA, CFP®
Senior Associate
Sarah Markwalter, CFA
Senior Associate
Mitchell Phillips, CFP®
Senior Associate
Milton Pullen, CFP®
Senior Associate
Ashley Tucker, CFP®
Senior Financial Planner
Josh Vaughan, CFP®
Senior Associate
Charlotte Vidal, CFA, CFP®
Senior Associate
Nick Brink
Associate
Gavron Campbell
Associate
Connor Carlis, CPA, CFP®
Associate
Solomon Cohen
Associate
Cody Collins
Associate
Alex Colovos
Associate
Rett Evans
Associate
Casey Forbes
Associate
Charlie Gilroy
Associate
Rory Glatt, CFP®
Associate
Taylor Hammond, CFP®
Associate
Jeannie Heerlein
Associate
Stephen Jackson, CFP®
Associate
Kathleen Kelly
Associate
Ryan Lefler, MBA
Associate
Garrett Liebe
Associate
Edwin Martin, CFP®
Associate
Demi Olatunbosun
Associate
Dhruv Patel
Associate
Andrew Robertson, CFP®
Associate
Brian Sipple
Associate
Ashley Slay
Associate
Sarah Smith, CFP®
Associate
Sharon Snyder, CFP®
Associate
Christen Tucker
Associate
Harrison Wiger
Associate
Kate Williams
Associate