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 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, MBA
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, ChFC®, 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, CFP®
Wealth Advisor
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