Andrea Chavez
Client Service Specialist
Cary Beard
President & CEO
Cheyenne Gartner
Administrative Support Specialist
Greg Oglesby
Investment Advisor | Operations Manager
Jama Cadle
Client Experience Coordinator
Kelley Hathorn
Manager, Tax & Accounting Services
Kelli Benson
Administrative Support Specialist
Monica Harper
Executive Assistant
Rachel Evans
Senior Associate, Tax & Planning Services