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Our Team

Lance Belline, CFP®

Lance Belline, CFP®

Founder | Financial Advisor

Dax Weindorf

Dax Weindorf

Financial Advisor

Chad Kennedy

Chad Kennedy

Financial Advisor

Katie Dunning

Katie Dunning

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Grayson Griffin

Grayson Griffin

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Russel Betts

Russel Betts

Financial Advisor

Hilary DuBois

Hilary DuBois

Operations Manager

Nichole Bryant

Nichole Bryant

Operations Manager

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer

Benjamin Fuller

Benjamin Fuller

Financial Advisor

Kasey Cooper

Kasey Cooper

Financial Advisor

Morgan Reeves

Morgan Reeves

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Allicia Roberts

Allicia Roberts

Operations Assistant

Stacey Russel

Stacey Russel

Executive Assistant to Russel Betts


John Coburn

John Coburn

Financial Advisor

Amanda Denson, CPA

Amanda Denson, CPA

Trusted Advisor

Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

Jeffery Coffman, CFP®

Jeffery Coffman, CFP®

Financial Advisor

Kacie McGhee

Kacie McGhee

Marketing Director

Peyton Reddick

Peyton Reddick

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Mary Shook

Mary Shook

Client Relations Manager

Debbie Knight

Debbie Knight

Client Relations Manager

Hunter Brown

Hunter Brown

Financial Advisor

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