Scott Christian, CFP

Partner

Cecil Loyd, CIMA

Partner

Jay Gentry, CIMA

Partner

Matt Dion

Director
Senior Financial Advisor

Jody Smith

Registered Client Associate

Zac Hirschler

Registered Associate

Ashlyn Presley

Client Associate

Parvathy Eashwaran

Senior Marketing Associate

Ellen Rick

Client Associate

Seleena Harris

Client Associate