Team
Our financial professionals work with you, not just for you.
Founders & Shareholders
Jeff Foster, CFP®
Founder | Wealth Advisor
Scott Fisher, CFP®, BFA™
Founder | Wealth Advisor
Jeff Sweat, CFP®
Founder | Wealth Advisor
Luke Bowes, CFA
Managing Director
Perry Chesney, CFP®
Managing Director | Wealth Advisor
Thomas Cook, CFP®, EA
Director of Financial Education | Wealth Advisor
Melissa Mijares, MBA, CFP®
Wealth Advisor
Advisory
Jill Bertke, CFP®
Wealth Advisor | Senior Financial Planner
Shane Caldwell, CFP®
Wealth Advisor
Andrew Cochran, MBA, CFP®
Wealth Advisor
Michael Griffin Conaty
Wealth Advisor
Robert Eddins, CFP®
Wealth Advisor | Compliance Officer
Richard D. Gardner, MBA, CFP®, ChSNC®
Wealth Advisor
Jarrett Gibson, CFP®
Financial Planner
Ben Gleneck, CFP®, CRPS®, AIF®
Director, Corporate Retirement Consultants
Ryan Hoppie, CFP®, ChFC®
Wealth Advisor
Johnny Mary, CPA
Director of Tax Planning
Josh Stidham, CFP®
Wealth Advisor
Joseph Williams, CFP®
Wealth Advisor
Client Service & Operations
Kallee Botkin
Brand Manager
Cindy Card
Client Care Coordinator
Shawna Davis
Director of Business Operations
Jennifer Ensworth
Client Service Professional
Jacob Franke
Service Advisor
Grace Girard
Intern
Katie Hammonds
Service Advisor
Dylon Hibbard
Business Development Coordinator
Andrew Hoffman, BFA™
Service Advisor
Greer Mangina
Service Analyst
Michelle Phillippi
Client Service Professional
Allyson Phillips, FPQP®
Service Advisor
Megan Ryan
Client Service Professional
Tyler Seymour, MBA
Trading and Portfolio Associate
Brenda Shepherd
Client Service Specialist
Jess Valentine
Client Service Professional
Amanda Wilson
Service Advisor
Lisa Wyrick
Client Service Specialist
Our Story
How it all began, where we are now, and our vision for the future.
Become empowered with a plan
We remove the complexity