Team
Our financial professionals work with you, not just for you.
Partners
Jeff Foster, CFP®
Founding Partner | Wealth Advisor
Scott Fisher, CFP®, BFA™
Founding Partner | Wealth Advisor
Jeff Sweat, CFP®
Founding Partner | Wealth Advisor
Perry Chesney, CFP®
Managing Partner | Wealth Advisor
Luke Bowes, CFA
Managing Partner
Our Story
How it all began, where we are now, and our vision for the future.
Team
Jill Bertke, CFP®
Wealth Advisor | Senior Financial Planner
Kallee Botkin
Brand Manager
Shane Caldwell, CFP®
Wealth Advisor
Cindy Card
Client Care Coordinator
Andrew Cochran, CFP®
Wealth Advisor
Michael Griffin Conaty
Wealth Advisor
Shawna Davis
Director of Business Operations
Robert Eddins, CFP®
Wealth Advisor | Compliance Officer
Jennifer Ensworth
Client Service Professional
Robin Farris
Client Service Professional
Clint Foster
Wealth Advisor
Jacob Franke
Service Analyst
Richard D. Gardner, MBA, CFP®
Wealth Advisor
Jarrett Gibson
Associate
Judye Gribble
Client Service Professional
Kristi Hill, FPQP®
Service Advisor
Josh Klinger, J.D., CFP®
Wealth Advisor
Bob Labout, ChFC®, CDFA®
Wealth Advisor
Jesse Loveday, CRPC®
Director of Business Development
Melissa Mijares
Wealth Advisor
Don Miller
Wealth Advisor
Traci Miller
Wealth Advisor
Jimmy Munsey, AAMS®
Wealth Advisor
Allyson Phillips, FPQP®
Client Service Specialist
P. Keith Sharp
Wealth Advisor
Brenda Shepherd
Client Service Specialist
Katie Slate
Client Service Professional
Josh Stidham, CFP®
Wealth Advisor
Jayme Summers
Client Service Professional
Jess Valentine
Client Service Professional
Joseph Williams
Service Advisor
Lisa Wyrick
Client Service Specialist
Tom Young, CFP®
Wealth Advisor
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