Team
Our financial professionals work with you, not just for you.
Our Partners
Scott Fisher, CFP®, BFA™
Senior Partner | Wealth Advisor
Jeff Foster, CFP®
Senior Partner | Wealth Advisor
Jeff Sweat, CFP®
Senior Partner | Wealth Advisor
Luke Bowes, CFA
Partner | Director of Practice Management
Our Story
How it all began, where we are now, and our vision for the future.
Our 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
Robin Farris
Client Service Professional
Clint Foster
Wealth Advisor
Richard D. Gardner
Wealth Advisor
Jarrett Gibson
Associate
Judye Gribble
Client Service Professional
Kristi Hill
Service Advisor
Nancy Kelley
Client Service Professional
Josh Klinger, J.D., CFP®
Wealth Advisor
Bob Labout, CDFA®
Wealth Advisor
Jesse Loveday, CRPC®
Director of Business Development
Melissa Mijares
Wealth Advisor
Jimmy Munsey, AAMS®
Wealth Advisor
Burt Peake, Jr.
Wealth Advisor
Allyson Phillips
Client Service Specialist
P. Keith Sharp
Wealth Advisor
Brenda Shepherd
Client Service Specialist
Jayme Summers
Client Service Professional
Jess Valentine
Client Service Professional
Joseph Williams
Service Advisor
Lisa Wyrick
Client Service Specialist
Tom Young
Wealth Advisor
Become empowered with a plan
We remove the complexity