Financial Planning
Ava Arjmand, AWMA™
Vice President - Portfolio Manager
Neal Deaton, CFP®
Director - Portfolio Manager
Ginger Dorsett, FPQP®
Director - Client Specialist
AK Hendrix, CFP®
Partner - Director of Financial Planning
Elizabeth Mackie, CPA, CFP®
Partner - Senior Financial Advisor
Rebecca Montes
Associate - Client Specialist
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Kevin Vogel, CFP®
Vice President – Financial Planning Manager