top of page

Our Team

Read Bio >
Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

Jeffery Coffman, CFP®

Jeffery Coffman, CFP®

Financial Advisor

Katie Dunning

Katie Dunning

Director of Operations

Grayson Griffin

Grayson Griffin

Paraplanner

Mary Shook

Mary Shook

Client Relations Manager

Debbie Knight

Debbie Knight

Client Relations Manager

Hunter Brown

Hunter Brown

Financial Advisor

Amanda Denson, CPA

Amanda Denson, CPA

Trusted Advisor



Lance Belline, CFP®

Lance Belline, CFP®

Founder | Financial Advisor

Dax Weindorf

Dax Weindorf

Financial Advisor

Kasey Cooper

Kasey Cooper

Financial Advisor

Michael Yawn

Michael Yawn

Paraplanner



Ryan Roark

Ryan Roark

Operations Associate



Russel Betts

Russel Betts

Financial Advisor

Hilary DuBois

Hilary DuBois

Operations Manager

Chad Kennedy

Chad Kennedy

Financial Advisor

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer



Benjamin Fuller

Benjamin Fuller

Financial Advisor

Kacie McGhee

Kacie McGhee

Marketing Director

Morgan Reeves

Morgan Reeves

Paraplanner

Allicia Roberts

Allicia Roberts

Operations Assistant



Stacey Russel

Stacey Russel

Executive Assistant


John Coburn

John Coburn

Financial Advisor

Nichole Bryant

Nichole Bryant

Operations Manager

bottom of page