Associates

 
  • Taryn Forrester

    Taryn Forrester

    Marketing & Administration Associate

  • Lucy Quillin

    Lucy Quillin

    Wealth Management Team Relationship Associate

  • Ruth Tennille

    Ruth Tennille

    Operations Manager

  • Max Hines

    Max Hines

    Financial Advisor & Client Service

  • Regina Lewis, CPFA

    Regina Lewis, CPFA

    Retirement Plan Advisor & Fiduciary, Partner

  • Kristen Metzinger

    Kristen Metzinger

    Client Service Associate

  • Susan Mull

    Susan Mull

    Financial Advisor & Client Service

  • Zac Olinger

    Zac Olinger

    Financial Planner & Fiduciary, Partner

  • Tanya Spiller

    Tanya Spiller

    Financial Advisor & Client Service

  • Karen Tidwell

    Karen Tidwell

    Financial Planner & Fiduciary, Senior Partner

  • Susan Easterday

    Susan Easterday

    Marketing & Administration, Managing Partner

  • Brendan Easterday

    Brendan Easterday

    Financial Planner & Fiduciary, Managing Partner

  • Mike Organ

    Mike Organ

    Financial Planner & Fiduciary, Managing Partner