Jeffrey G. Rhame, CFP®

FOUNDER & PRESIDENT

Kyle M. McClain, CFP®, CIMA®

PARTNER & SENIOR WEALTH MANAGER

Roland Thornton, AIF®

CHIEF COMPLIANCE OFFICER

David Hunter, CFA®

CHIEF INVESTMENT OFFICER

Kyle Nickerson, CFP®, CIMA®

WEALTH MANAGER

Brecklynn Williams, CFP®, CIMA®, CDFA®

WEALTH MANAGER

Tyler Miller, CPA/PFS, CFP®, CIMA®

WEALTH MANAGER

Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠

DIRECTOR OF TAX PLANNING

Cydney P. Nash, CFP®, CIMA®

WEALTH MANAGER

Austin Manning, CFP®

WEALTH MANAGER

Tim Blanchard, CFP®, MBA

WEALTH MANAGER

Jack Freeman, CPA, CFP®

WEALTH MANAGER

Maggie Griffin-Book, JD

DIRECTOR OF ESTATE PLANNING

Luke McClain, CFP®, CIMA®

DIRECTOR OF MARKETING

Julio Resendez

MEDIA DIRECTOR

John Geresi

DIRECTOR OF BUSINESS DEVELOPMENT

Kim Ayala

CLIENT SERVICE MANAGER

Melissa Rudell

CLIENT ENGAGEMENT MANAGER

Will Warren

RELATIONSHIP MANAGER

Cory Moscoso, CIMA®

INVESTMENT MANAGEMENT ASSOCIATE

Grace Patterson

WEALTH MANAGEMENT ASSOCIATE

Garett Steele

WEALTH MANAGEMENT ASSOCIATE

Jagger Rhame

WEALTH MANAGEMENT ASSOCIATE

Connor Barham

WEALTH MANAGEMENT ASSOCIATE

Sami Chirico

WEALTH MANAGEMENT ASSOCIATE

Valerie McCarthy, EA

TAX ASSOCIATE

Peyton Parker

INVESTMENT MANAGEMENT ANALYST

John Guerrero

MARKETING ASSOCIATE

Thomas Ward

CLIENT SERVICE ASSOCIATE

Melissa Jacobs

CLIENT SERVICE ASSOCIATE

Kendall Ballowe

PARALEGAL

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