One Office. One Team. Built to Last Generations.
Austin Biggs
Information Technology Specialist
Trish Braunschweig
Trust & Wealth Associate
Jackson Bryant
Director of Investment Operations
Rebecca Bryant
Director of Tax Operations
Ed Burgess
Partner
Riley Crook
Investment Associate
Dana Cunningham
Partner
Melanie Davenport
Partner
Nancy Davis
Investment Advisor
Katy Duryea
Partner
Sue Eash
Trust & Wealth Associate
Stephanie Edwards
Partner
Megan Fairley
Tax Specialist
John Ford
Partner
Caitlin Hatcher
Operations Associate
Bruce Henderson
Partner
Mary Jackson
Trust & Wealth Associate
Ross Jagar
Partner
Darlinda Jones
Partner
Jeremy Kath
Partner
Ken Larson
Trust & Wealth Associate
Jonathan Lovejoy
Special Assets and Estate Advisor
Annette Mayes
Trust & Wealth Associate
McKenzie Mayfield
Trust & Wealth Support Specialist
Hunter Mobley
Partner
Andrew Moore
Operations Associate
Sarah Mullinax
Trust & Wealth Associate
Charlie Nelson
Trust & Estate Advisor
Steve Plummer
Partner
Tina Redding
Operations Associate
Wick Ruehling
Partner
Shelly Salva
Trust & Wealth Associate
David Simcox
Partner
Emily Slattery
Partner
Erika Slomski
Salesforce Solution Architect
Tiffany Snow
Trust & Wealth Associate
John Steele
Chief Executive Officer
Penny Steele
Special Projects Coordinator
Tom Steele
Founder
Sean Sullivan
Client Advisor
Pam Talley
Director of Financial Planning
Scott Van Dusen
Partner
Martha Wells
Receptionist
Alex West
Financial Planning Advisor
Tyler Wilson
Partner
Stephanie Zimmerman
Executive Assistant