Our Team

Geoff Hall, CFP^®, RICP^®Director | Lead Advisor

Patty Hall
Compliance Officer

Jared Korver, CPA, CFP^®Director | Lead Advisor

Daniel Logan, CFP^®Financial Planner

Ellen Martin, CFP^®, CWS^®Financial Planner

Rebekah Shillinglaw
Director of Operations

Ryan Smith, CFP^®, RICP^®, CTS^®, MSFP
Director | Lead Advisor