Team

Meet Our Team

Quinton Fisher

Quinton Fisher

Owner/CEO Financial Advisor

Jennifer Stewart, CFP®

Jennifer Stewart, CFP®

Owner/President Financial Advisor

Alice Mello

Alice Mello

Client Services Coordinator

Beth Pearson

Beth Pearson

Operations & Compliance Associate

Chad Durden, CPA

Chad Durden, CPA

Financial Advisor

Cynthia Williams

Cynthia Williams

Office Administrator

Joel Greenway

Joel Greenway

Financial Advisor

Joey Lancaster, CFP®

Joey Lancaster, CFP®

Financial Advisor

John Hayes

John Hayes

Chief Compliance Officer

Kelly Hale

Kelly Hale

Senior Client Services Coordinator

Kim Kelly

Kim Kelly

Senior Client Services Coordinator

Kirk Licata, CFP®

Kirk Licata, CFP®

Financial Advisor

Laurie Fortson

Laurie Fortson

Director of Accounting

Mary Clark Lack, CWS®

Mary Clark Lack, CWS®

Client Services Coordinator

Michael Lipsey, CFP®

Michael Lipsey, CFP®

Financial Advisor

Nate  Wilinski, CFP®

Nate Wilinski, CFP®

Financial Advisor

Samantha Pickering, CFP®

Samantha Pickering, CFP®

Director of Operations

Samuel  Wishneff, CFP®

Samuel Wishneff, CFP®

Financial Advisor

Sara Brandon

Sara Brandon

Executive Assistant

Sara  McIntosh, CFP®

Sara McIntosh, CFP®

Financial Advisor

Sarah Clayton, CFP®

Sarah Clayton, CFP®

Associate Advisor

Wesley D. Bigler

Wesley D. Bigler

Chairman Emeritus