Advisory Team
John Williams, Jr., CFP®, CIMA®, CPWA®, CRPC®, CMFC®
Private Wealth Financial Advisor
Managing Director – Investments
Chartered Advisor in Philanthropy®
Email John
270-908-2218
Amy M. Roof, CFP®, CRPC®, CIMA®, RICP® , CPWA®
Senior Financial Advisor
Managing Director - Investments
Chartered Advisor in Philanthropy®
Email Amy
270-908-2209
Travis Taylor CFP®, CPWA®, CIMA®, AAMS®
Financial Advisor
First Vice President - Investments
Email Travis
270-908-2208
Client Associates
Rebecca Bell, AAMS®, CRPC®
Senior Registered Client Associate
Email Rebecca
270-908-2211
Kelm Burchard
Senior Client Associate
Email Kelm
270-908-2205
Zack Blackwell
Financial Consultant
Email Zackary
270-908-2215
Laura Wilkins
Senior Client Associate
Email Laura
270-908-2207
Stephanie Teichman
Senior Client Associate
Email Stephanie
(270) 908-2217
Refer a Friend
If someone is important to you, then they are important to us.
Our team recognizes the importance of having a trusted advisor to provide sound financial advice and guidance as questions arise. If you have a friend or family member who has a simple question, or if they need assistance with comprehensive investment planning, we are happy to meet with them to answer their questions and to determine if there is a mutual fit for an ongoing advisory relationship.