Owner
Quinton Fisher
Owner/CEO Financial Advisor
Jennifer Stewart, CFP®
Owner/President Financial Advisor
Alice Mello
Client Services Coordinator
Beth Pearson
Operations & Compliance Associate
Brooke Butler
Client Services Coordinator
Carter Kirkpatrick
Client Services Coordinator
Chad Durden, CPA
Financial Advisor
Chason McKay
Client Services Coordinator
Jessica Engebretsen, CFP®
Financial Advisor
Joel Greenway
Financial Advisor
Joey Lancaster, CFP®
Financial Advisor
John Hayes
Chief Compliance Officer
Kim Kelly
Senior Client Services Coordinator
Kris Dwyer, CFP®, CDFA
Financial Advisor
Laurie Fortson
Director of Accounting
Mary Clark Lack, CWS®
Client Services Coordinator
Michael B. McKay, CFP®
Financial Advisor
Samantha Pickering, CFP®
Director of Operations
Sara Brandon
Executive Assistant
Sara McIntosh, CFP®
Financial Advisor
Sarah Clayton, CFP®
Associate Advisor
Wesley D. Bigler
Chairman Emeritus