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John EdgarWealth Manager
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Jim Heard, CFP®Wealth Manager, Partner
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Michael Bennett, MS, CFP®Financial Planner
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Brooke Cantrell, CFP®Financial Planner
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Max CollinsFinancial Planner
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Evan Hecht, CFP®Financial Planner
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Sarah Owen, CFP®Financial Planner
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Stephen Roegge, CFP®Financial Planner
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Mallie Scott, CFP®Financial Planner
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Michael Toole, MS, CFP®Financial Planner
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Dalton WoodsFinancial Planner
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Kara Feuerborn, CPATax
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Katie Stevens, CPATax
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Candace Varner, CPATax, Partner
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Christina Knopke, JDLegal, Partner
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Natalie Kump, JDLegal
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Renee Rohe, JD, LLMLegal
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Penny AringtonOperations
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Chris BallOperations
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Cyndi Conner, SILAOperations
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Lisa DelaneyOperations
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Lisa EdwardsOperations
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Kevin FloresOperations
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Annmarie GilboOperations, Partner
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Andrea HauptOperations
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Jack HayslettOperations
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Jeff KnowlesOperations
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Stephanie MartinOperations
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Shannon SchneiderOperations
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Stacy ZahnOperations
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
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