People

Clients First, Always. Our unwavering GPS on the road to abundance.
Daria Ali headshot Daria “Dasha” M. Ali FPQP™
Anne Marie Ashworth headshot Anne Marie E. Ashworth CFP®, CRC®
Ann Beckwith headshot Ann J. Beckwith CFP®
Kara Bestler headshot Kara V. Bestler FPQP™
Tiara N. Byerly
Alexandra Chastain headshot X. Alexandra Chastain CFP®, CFBA
Jessica Daley headshot Jessica A. Daley FPQP™
Yolanda Daniels headshot Yolanda S. Daniels FPQP™
Bailey Davis headshot Bailey O. Davis
Marshall E. Douglas
Charles Flowers headshot Charles B. Flowers CFA
Laird Green headshot Laird W. Green CFP®
S. Kathy Guo FPQP™
Corinne Hanna headshot Corinne S. Hanna CFP®
Cheryl Holland headshot Cheryl R. Holland CFP®, CFBA
Michael B. Holt headshot Michael B. Holt
Lucy B. James FPQP™
William Jeter headshot William R. Jeter CFA, CAIA, CFP®
Allison S. Jones FPQP™
Karlyn Jones headshot Karlyn M. Jones CFP®
Elizabeth L. Langley
Stephen Maggard headshot Stephen E. Maggard CFP®
Abigail Mason headshot J. Abigail Mason CFP®
Susan McCants headshot Susan A. McCants CFP®
Marc E. McQueen
Brittany Midgette headshot Brittany M. Midgette CFP®
Irish Plemons headshot Irish H. Plemons FPQP™
Hannah Quackenbush headshot Hannah J. Quackenbush CFP®
Jonathan Robertson headshot Jonathan J. Robertson CFP®
Scotty Scott headshot Stephen “Scotty” J. Scott CFP®
Anne Serrano headshot Anne E. Serrano
Carolyn Stewart headshot Carolyn A. Stewart CFP®
Carman Franklin headshot Carman F. Young CFP®