The Team

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Scott Danner, AAMS®

Executive Vice President, Head of Legacy

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Tim Portelance

Senior Vice President, Financial Advisor

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Nicole Morrison

Senior Client Administrative Manager

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Kerry Chatham

Director, Financial Advisor

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Josh Deaver

Vice President, Financial Advisor

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Stephanie Cash

Client Administrative Manager

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Brian Elms

Director, Financial Advisor

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Courtney Williams

Managing Director, Financial Advisor

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Kristin Leavitt

Senior Client Administrative Manager

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Sherilyn Moran

Senior Client Administrative Manager

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Terry Estes

Managing Director, Financial Advisor

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Sandy Thomas

Client Administrative Manager

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David Graham

Senior Client Administrative Manager

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Andrew Gregory

Managing Director, Financial Advisor

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Tommy Altman

Vice President, Financial Advisor

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Kateryna “Kat” Pazzaglia

Client Administrative Manager

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Kirstin Hark

Director of Life Planning

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Kirstin Hark

Director of Life Planning

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Bill Newman

Wealth Management Associate

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Sean Manos

Vice President, Financial Advisor

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Elizabeth Robinette

Senior Client Administrative Manager

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Celine Vallet

Client Administrative Manager

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Maddie Adams

Client Administrative Manager

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Chad Rushing

Managing Director, Financial Advisor

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Mark Guenard

Financial Advisor

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Peggy Slaughter

Retirement Plan Consultant

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Reed Sloat

Managing Director, Financial Advisor

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Jeff Whiteside

Senior Vice President, Financial Advisor

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Laja Rowell

Senior Client Administrative Manager

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Michelle Lopez

Senior Client Administrative Manager

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Margaret Wiley, AAMS®

Managing Director, Financial Advisor

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Robert L. Estes, AAMS™

Director, Financial Advisor

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Anthony Piglowski Jr.

Senior Vice President, Financial Advisor

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Shari Underwood

Senior Client Administrative Manager

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Dana Copeland

Senior Client Administrative Manager

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