Our Team

Geoff Hall

CFP®

Owner | Financial Advisor

Jared Korver

CPA, CFP®

Owner | Financial Advisor

Ryan Smith

CFP®, RICP®, CTS™,

MSFP

Owner | Financial Advisor

Ellen Martin, CWS®

Financial Planner

Daniel Logan, CFP®

Financial Planner

Patty Hall

Compliance Officer

Robyn Patterson

Client Experience Coordinator

Sam Bass

Founder Emeritus