Schedule some time to chat with one of our wealth strategists today and let us help you navigate your own financial journey.
Teresa J. Bailey, CFP®, CDFA®
Director of Development, Wealth Strategist
Kathy S. Williams, CFP®, CDFA®
Principal, Senior Wealth Strategist
Carol Lee Royer CFP®, CFA®, CDFA®
Senior Vice President, Senior Wealth Strategist
Tim Ellis, CPA/PFS, CFP®
Senior Investment Strategist, Wealth Strategists
Perry Green, CPA/PFS, CFP®, CFA®
Chief Financial Officer, Senior Wealth Strategist
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