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Steve Schultheis, M.A.M.L.
Chief Operating Officer
Grant Smith, CFP®
Senior Partner | Financial Advisor
About Me: https://youtu.be/YHa0oiW0r8Y
Dax Weindorf
Financial Advisor
About Me: https://youtu.be/18YNNuOf3Xw
Benjamin Fuller
About Me: https://youtu.be/DAupCeTEvhs
Jeffery Coffman, CFP®
Kasey Cooper
About Me: https://youtu.be/Jd3lfVxcXgg
Katie Dunning
Operations Manager
Michael Yawn
Paraplanner
Morgan Reeves
Grayson Griffin
Ryan Roark
Operations Associate
Allicia Roberts
Operations Assistant
Mary Shook
Client Relations Manager
Amanda Denson, CPA
Trusted Advisor
