top of page

Our Team

Lance Belline, CFP®

Lance Belline, CFP®

Financial Advisor | Founder

About Me: https://youtu.be/2wXAviNr6lM

Read Bio >
Dax Weindorf

Dax Weindorf

Financial Advisor

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

Read Bio >
Jeffery Coffman

Jeffery Coffman

Financial Advisor

Read Bio >
Kacie McGhee

Kacie McGhee

Marketing Director

Read Bio >
Peyton Reddick

Peyton Reddick

Paraplanner

Read Bio >
Russel Betts

Russel Betts

Financial Advisor

Read Bio >
Hilary DuBois

Hilary DuBois

Operations Manager

Read Bio >
Nichole Bryant

Nichole Bryant

Operations Manager

Read Bio >
Conor De La Rosa

Conor De La Rosa

Read Bio >
Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer

​

Read Bio >
Benjamin Fuller

Benjamin Fuller

Financial Advisor

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

Read Bio >
Chad Kennedy

Chad Kennedy

Financial Advisor

Read Bio >
Katie Dunning

Katie Dunning

Paraplanner

Read Bio >
Grayson Griffin

Grayson Griffin

Operations Associate

Read Bio >
Stacey Russel

Stacey Russel

Executive Assistant to Russel Betts


Read Bio >
John Coburn

John Coburn

Financial Advisor

Read Bio >
Amanda Denson, CPA

Amanda Denson, CPA

Trusted Advisor

Read Bio >
Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

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

Read Bio >
Daniel Wright, CFP®

Daniel Wright, CFP®

Financial Advisor

About Me: https://youtu.be/i9XbdvclubY

Read Bio >
Kasey Cooper

Kasey Cooper

Financial Advisor

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

Read Bio >
Morgan Reeves

Morgan Reeves

Paraplanner

Read Bio >
Mary Shook

Mary Shook

Client Relations Manager

Read Bio >
Debbie Knight

Debbie Knight

Client Relations Manager

Read Bio >
Hunter Brown

Hunter Brown

Financial Advisor

Read Bio >
Travis Riggs, CPA

Travis Riggs, CPA

Trusted Advisor

Read Bio >
bottom of page