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