Financial Advisors

Zac Olinger, CFP®, ChFC®, CKA®

Financial Advisor, Chief Planning Officer

J. Deven Mouton, AWMA

Financial Advisor, Chief Operations Officer

Tanya Spiller

Financial Advisor

Karen Tidwell, CRPC

Financial Advisor

Client Service & Marketing

Susan Mull

Client Service Lead, Financial Advisor

Aimee DeCastro

Client Service Associate

Taryn Forrester

Marketing Associate

Julie Lillback

Administrative & Client Service Associate

Leadership & Board Members

Brendan Easterday

Chief Executive Officer

Susan Easterday

Chief Marketing Officer

Mike Organ

Chief Investment Officer, Financial Advisor