Team Members
You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.
Ryan Brown
Patrick Clark
CFP®, CEPA
Brandon Fentress
Martin Hardy
Emerald Inscoe
Roger Lingle
Todd Misenheimer
CFP®, CIMA®
Brian Senske
Nathan Budrow
CFA®
Lauren Cook
Ashley Finley
Mike Hensley
CFP®, AIFA®
Christian Keedy
CFP®
Jeff Link
Marissa Pratt
Samuel Sexton
CPA, CFP®
Robyn Willson
Milton Castellanos
Robert Falconer
Jackie Hall
Sarah Ann Hensley
Dora Kotrodimos
CPFA
Rand Millwood
CFP®, CIMA®, AIF®
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA