Internal Team
You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.
Ryan Brown
Brandon Fentress
Mike Hensley
CFP®, AIFA®
Christian Keedy
CFP®
Todd Misenheimer
CFP®, CIMA®
Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA
Lauren Cook
Ashley Finley
Sarah Ann Hensley
Dora Kotrodimos
CPFA
Marissa Pratt
Robyn Willson
Robert Falconer
Jackie Hall
Emerald Inscoe
Rand Millwood
CFP®, CIMA®, AIF®
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
Outside advisors
We value each ……
Finance Roadmap
Whatever it is, the way you tell your story online can make all the difference.
Valley Peak
Whatever it is, the way you tell your story online can make all the difference.
Silo Wealth
Whatever it is, the way you tell your story online can make all the difference.
Blue Line
Whatever it is, the way you tell your story online can make all the difference.