Cary Beard
President & CEO
Cheyenne Gartner
Administrative Support Specialist
David Carter
Founder (Retired)
Drew Papineau
Client Service Specialist
Greg Oglesby
Investment Advisor | Operations Manager
Kelley Hathorn
Manager, Tax & Accounting Services
Kelli Benson
Administrative Support Specialist
Mendy Phelps
Office Manager (Retired)
Monica Harper
Executive Assistant
Rachel Evans
Senior Associate, Tax & Planning Services