Cary Beard
President & CEO
David Carter
Founder (Retired)
Carolyn Newton
Sr. Client Service Specialist
Greg Oglesby
Investment Advisor | Operations Coordinator
Kelley Hathorn
Manager, Tax & Accounting Services
Kelli Benson
Administrative Support Specialist
Mendy Phelps
Office Manager
Rachel Evans
Senior Associate, Tax & Planning Services
Stephanie Kabala
Client Service Specialist
Monica Harper
Executive Assistant