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Our Team

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Dax Weindorf

Dax Weindorf

Financial Advisor

About Me: https://youtu.be/18YNNuOf3Xw

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Kasey Cooper

Kasey Cooper

Financial Advisor

About Me: https://youtu.be/Jd3lfVxcXgg

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Morgan Reeves

Morgan Reeves

Paraplanner



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Allicia Roberts

Allicia Roberts

Operations Assistant



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Stacey Russel

Stacey Russel

Executive Assistant

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John Coburn

John Coburn

Financial Advisor

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Nichole Bryant

Nichole Bryant

Operations Manager

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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/DAupCeTEvhs

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Katie Dunning

Katie Dunning

Operations Manager



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Grayson Griffin

Grayson Griffin

Paraplanner



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Mary Shook

Mary Shook

Client Relations Manager



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Debbie Knight

Debbie Knight

Client Relations Manager

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Hunter Brown

Hunter Brown

Financial Advisor

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Amanda Denson, CPA

Amanda Denson, CPA

Trusted Advisor



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Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

About Me: https://youtu.be/YHa0oiW0r8Y

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Jeffery Coffman, CFP®

Jeffery Coffman, CFP®

Financial Advisor



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Michael Yawn

Michael Yawn

Paraplanner



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Ryan Roark

Ryan Roark

Operations Associate



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Russel Betts

Russel Betts

Financial Advisor

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Hilary DuBois

Hilary DuBois

Operations Manager

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Chad Kennedy

Chad Kennedy

Financial Advisor

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