Courtney Gooding
Partner, Chief Operations Officer
Kent Patrick, CRPC®
Managing Partner
Stacy Bush, AIF®
President & CEO
Aaron Taylor, CFP®
Senior Wealth Advisor
Brad Bayless, CFP®
Wealth Advisor
Chandler Craven, FPQP®
Paraplanner
Jessica Chick
Director of Client Services
Rob Simmons
Director of Client Operations
Carlee Smith
Client Service Associate
Debby Burnett
Office Administrator
Erin Mackie
Client Experience Coordinator
Heather Van Horn
Director of Strategic Growth
Team
