Our Team

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

Robyn Patterson

Client Experience Coordinator

Sam Bass

Founder Emeritus