Meet Your Team

CARROLL WILKERSON, CFP®

Founder/Senior Wealth Advisor

JUSTIN HAMILTON

Chief Investment Officer

JARED REYNOLDS, CFP®, CDFA®, CPFA™, CPWA®

Founder/Senior Wealth Advisor

CARMEN MCCLENNON

Chief Operating Officer

BEN DIERKES, CFP®, CPFA™

Wealth Advisor

TAYLOR KNIPP
Director of Advanced Planning

PAULA NAGEL

Client Service Administrator

GRAHAM BURESH, CPFA™

Wealth Advisor

TERESA TICE

Wealth Advisor Associate

GINA TEDESCO, CPFA™

Wealth Advisor

SIMON ABEGG

Paraplanner

JACK WARD

Paraplanner
PAYTON SAPP

Tax Advisor

PADEN SQUIRES, CPA®, CFP®

Wealth Advisor

ALEX McDADE

Tax Advisor

JAKE MONNING

Tax Advisor

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Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.

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