The BrookHaven™ Team Committed to providing communication, collaboration, and continual oversight of your plan and legacy. Blake Schaper CEO | Executive Managing Director CPA, MST, CTFA Greg Wright Managing Director, Strategy MBA, MSSI Victor Wilkerson Managing Director, Planning CFP®, ChFC, CLU, RSP Lisa Davis Managing Director, Tax Planning CPA, MACC Melanie Holliman Managing Director, Legal Services Esq. David Arndt Managing Director, Tax Compliance CPA Chris Dorn Managing Director, Operations COO LaTasha Bond Managing Director, Compliance CCO Jake Tornow Managing Director, Systems Infrastructure - Hugh Singletary Managing Director, Insurance Planning - Lane Turner Managing Director, Investment Operations MS John Holliman Attorney Esq. Glenn Truitt Attorney Esq., MHA Gus Harper Attorney Esq. Laura Jenkins Attorney Esq. Gustave Byom Certified Public Accountant CPA Betty Nash Certified Public Accountant CPA Doug Bruhns Certified Public Accountant CPA Samantha Dugan Certified Public Accountant CPA Dave Iverson Certified Public Accountant CPA Beth Wheeler Managing Director, Trust Planning MFP, CTEP, RSP James Chapman Managing Director, P&C Insurance - Brad Ausband Chief Marketing Officer, P&C Insurance - Thomas Henderson Associate Agent, P&C Insurance - Jake Duvall Managing Director, Special Needs Planning CTFA, ChSNC® April Tucker Managing Director, Client Experience - Kimberly Drew-Collins Managing Director, Suitability RSP Christi Turner Operations Manager - Investment - Adia Miller Operations Manager - Tax - Jan Cox Operations Manager - Insurance - Julie Conklin Operations Manager, P&C Insurance - Stephanie Howard Client Experience Specialist - Shannon Brubaker Paralegal - Samantha Bufalo Paralegal - Will Giesbrecht Tax Specialist - Seth Weiland Tax Specialist CPA Chad Anderson Tax Specialist - Mason Wirtz Tax Specialist - Adam Helm Tax Specialist - Nicole Determann Manager of Client Experience - Miranda Berneman Accountant - Maryssa Borden Accountant - Lori Rauk Accountant - Karen Connor Accountant - Rhonda Hopperstad Client Experience Specialist - Michael Honaker Client Experience Specialist - April Maddox Insurance Admin - Erin Fisher Financial Analyst -
