Our AI committee is responsible for evaluating and implementing innovative technologies that enhance the client experience, improve efficiency, and support informed decision making. The committee continuously researches emerging tools, assesses practical applications, and ensures all solutions align with our firm’s standards for security, compliance, and fiduciary responsibility. This approach allows us to thoughtfully integrate technology while keeping our focus where it belongs, on our clients.
Courtney Gooding
Partner, Chief Operations Officer
Chandler Craven, FPQP®
Paraplanner
Carlee Smith
Client Service Associate
Heather Van Horn
Director of Marketing
