| Leadership
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Management Team
Our highly qualified Management Team allows us to professionally manage the business while our Directors and Advisors continue to focus on providing excellence in client services.
Financial Planning Professionals
Our advisors are highly trained and have years of experience in the financial services profession. Many of our advisors and staff hold the Certified Financial Planner®(CFP®), Certified Public Accountant (CPA) and/or Chatered Financial Analyst (CFA) designations, along with post-graduate degrees.
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 Ned Kivett
CFP - Senior Consultant
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 Brenda Baier
CFP® - Senior Consultant
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 Brian Blanton
CPA, - Senior Consultant
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 Nicholas Catlin
CPA, CFP® - Senior Consultant
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 Sandi Bittner
CPA - Senior Consultant
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 Susan Grafton
CPA - Consultant
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 Katherine Frokedal
Consultant
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 Elaine McCafferty
CPA - Consultant
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 Nathan Gott
CPA - Consultant
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 Chris Turean
Consultant
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 Karole Gwinn
Financial Planning Analyst
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 Bob Fox
Financial Planning Analyst
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 Brian Wright
Financial Planning Analyst
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Investment Team
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 Jeffrey Berridge
Client Service Sr. Manager
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 Donna Laughlin
Operations Administrator
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Accounting Team
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 Diane Kellogg
CPA - Accountant
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 Marybeth Parry
CPA - Accountant
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 Susan Kinnius
CPA - Accountant
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 Regina Stephenson
CPA - Accountant
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 Sarah Speight
Staff Accountant
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Client Service Professionals
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 Julie Hufford
Office Manager
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 Kristine Sloan
Marketing Manager
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 Ronald Prokes, DDS
Transitions Director
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 Naomi Ramsden, J. D.
Chief Compliance Officer
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 Amanda Collings
Financial Planning Coordinator
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 Linda Hahn
Financial Planning Coordinator
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Brian Hufford
Craig Young