• 

  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^®

  Relationship Manager

• 

  Chandler Craven, FPQP^®

  Paraplanner

• 

  Jessica Chick

  Director of Client Services

• 

  Rob Simmons

  Senior Client Service Associate

• 

  Carlee Smith

  Client Service Associate

• 

  Debby Burnett

  Office Administrator

• 

  Erin Mackie

  Client Experience Coordinator

• 

  Heather Van Horn

  Director of Marketing