Jennifer Stewart, CFP®

Owner/President Financial Advisor

Joel Greenway

Financial Advisor

Joey Lancaster, CFP®

Financial Advisor

Sara Brandon

Director of People, Marketing, and Events

Brooke Butler

Client Services Coordinator

Laurie Novotny

Associate Advisor

John Hayes

Chief Compliance Officer

Mary Clark Lack, CWS®

Client Services Coordinator

Beth Pearson

Operations & Compliance Associate