Team
Our financial professionals work with you, not just for you.
Partners
Jeff Foster, CFP®
Founding Partner | Wealth Advisor
Scott Fisher, CFP®, BFA™
Founding Partner | Wealth Advisor
Jeff Sweat, CFP®
Founding Partner | Wealth Advisor
Perry Chesney, CFP®
Managing Partner | Wealth Advisor
Luke Bowes, CFA
Managing Partner
Our Story
How it all began, where we are now, and our vision for the future.
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, MBA, CFP®
Wealth Advisor
Michael Griffin Conaty
Wealth Advisor
Shawna Davis
Director of Business Operations
Robert Eddins, CFP®
Wealth Advisor | Compliance Officer
Jennifer Ensworth
Client Service Professional
Jacob Franke
Service Advisor
Richard D. Gardner, MBA, CFP®, ChSNC®
Wealth Advisor
Jarrett Gibson, CFP®
Financial Planner
Savannah Gipson
Client Service Professional
Judye Gribble
Client Service Professional
Dylon Hibbard
Associate
Josh Klinger, J.D., CFP®
Wealth Advisor
Bob Labout, CFP®, ChFC®
Wealth Advisor
Melissa Mijares, MBA, CFP®
Wealth Advisor
Michelle Phillippi
Client Service Professional
Allyson Phillips, FPQP®
Client Service Specialist
P. Keith Sharp
Wealth Advisor
Brenda Shepherd
Client Service Specialist
Katie Slate
Client Service Professional
Josh Stidham, CFP®
Wealth Advisor
Jess Valentine
Client Service Professional
Joseph Williams
Service Advisor
Lisa Wyrick
Client Service Specialist
Become empowered with a plan
We remove the complexity