top of page

Our Team

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer



Benjamin Fuller

Benjamin Fuller

Financial Advisor

Katie Dunning

Katie Dunning

Operations Manager



Grayson Griffin

Grayson Griffin

Paraplanner



Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

Kasey Cooper

Kasey Cooper

Financial Advisor



Morgan Reeves

Morgan Reeves

Paraplanner



Ryan Roark

Ryan Roark

Operations Associate



Dax Weindorf

Dax Weindorf

Financial Advisor

Chad Kennedy

Chad Kennedy

Financial Advisor



Michael Yawn

Michael Yawn

Paraplanner



Allicia Roberts

Allicia Roberts

Operations Assistant



bottom of page