Alex Eigo
Office Experience Coordinator
Amanda Orlak
Business Advisory Supervisor
Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®
Partner and Founder
Brittany Jean-Baptiste
Client Service Associate
Casey Helbig
Client Service Associate
Erin Eliason, AIF®
Wealth Advisor & Director, Corporate Retirement
Jaime Cutter
Client Service Associate
Jarrett Morris, CFP®, AIF®, ChFC®
Partner and Founder
Katie Davis, CRPC®
Associate Wealth Advisor
Kay Kidwell, CFP®, CDFA®
Wealth Advisor
Keanna Champagne
Tax & Advisory Administrator
Khristopher Torres
Investment Operations Manager
Kyle Simmons
Client Service Associate
Laura Lloyd, CPA
Partner, Tax
Lauren Mance, CFA®, C(k)P®
Director, Market & Investment Strategy
Marisa Facciolo
Wealth Advisor & Director, Women's Wealth
Mark Eggleston
Associate Wealth Advisor
Matt Shea
Senior Accountant
Michael Derins
Advisory Board Member
Ryan Smith
Tax Supervisor
Steve Hutchison, CPA, CVA®
Partner, Business Advisory
Theresa Martin
Director, Talent & Culture
Tim Mihok
Chief Executive Officer, Partner