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Our Team

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer



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Benjamin Fuller

Benjamin Fuller

Financial Advisor

About Me: https://youtu.be/yFIDfB8m3E4

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Katie Dunning

Katie Dunning

Operations Manager



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Grayson Griffin

Grayson Griffin

Paraplanner



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Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

About Me: https://youtu.be/gAKGRA2QrMY

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Kasey Cooper

Kasey Cooper

Financial Advisor



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Morgan Reeves

Morgan Reeves

Paraplanner



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Ryan Roark

Ryan Roark

Operations Associate



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Dax Weindorf

Dax Weindorf

Financial Advisor

About Me: https://youtu.be/b5s5IFItHyo

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Chad Kennedy

Chad Kennedy

Financial Advisor



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Michael Yawn

Michael Yawn

Paraplanner



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Allicia Roberts

Allicia Roberts

Operations Assistant



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