Geoff Hall
CFP®, RICP®
Director | Lead Advisor
Jared Korver
CPA, CFP®
Director | Lead Advisor
Ryan Smith
CFP®, RICP®, CTS™,
MSFP
Director | Lead Advisor
Ellen Martin, CFP®, CWS®
Financial Planner
Daniel Logan, CFP®
Financial Planner
Patty Hall
Compliance Officer
Sam Bass
Founder Emeritus
