Cary Beard

Cary Beard

President & CEO

David Carter

David Carter

Founder (Retired)

Carolyn Newton

Carolyn Newton

Sr. Client Service Specialist

Greg Oglesby

Greg Oglesby

Investment Advisor | Operations Manager

Kelley Hathorn

Kelley Hathorn

Manager, Tax & Accounting Services

Kelli Benson

Kelli Benson

Administrative Support Specialist

Mendy Phelps

Mendy Phelps

Office Manager

Rachel Evans

Rachel Evans

Senior Associate, Tax & Planning Services

Stephanie Kabala

Stephanie Kabala

Client Service Specialist

Monica Harper

Monica Harper

Executive Assistant