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

Rebekah Shillinglaw
Director of Operations