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Haleigh Albers
Sr. Financial Planning Associate
Chris Arnold
Financial Planning Associate
Kyle Attarian
Wealth Manager
Matt Baisden
Retirement Plan Advisor
Max Ballo
Financial Planning Associate
Elizabeth Beauboeuf
Sr. Financial Planning Associate
Becky Bone
RPA Relationship Manager
Jeff Buckner
Founder, Chairman and Co-Chief Investment Officer
Travis Buckner
Client Services, Retirement Plan Advisors
Erick Burtness
Business Analyst
Jamie Cailteux
Family Office Assistant
Stacie Carrabine
Investment & Research Manager
Susan Conrad
Chief Client Experience Officer & Director of Retirement Plan Advisors
Mike Dambach
Wealth Manager, Tax Advisor
Sayed Darwish
Chief Compliance Officer
Betsy Derringer
Executive Assistant
Michael Esson
Director of Operations & Compliance
Steven A. Frank
Wealth Manager
Steven N. Frank
Vice Chairman
Chad Frazier
Wealth Manager
Mozart Garcia
Portfolio Analyst
Wes Garton
Chief Administrative Officer
Sara Gelsheimer
Wealth Manager
Thomas Goldberg
Wealth Manager
Joan Green
Client Service Representative
Larry Guess
Director of Exit Strategy Advisors
Leo Haas
Vice President
Noella Hwande
Marketing and Retirement Plan Advisors Coordinator
Derek Jess
Sr. Financial Planning Associate
Amy Jones
Chief Talent Officer
Joleen Kane
Sr. Financial Planning Associate
Chris Kerckhoff
President & CEO
Brian King
Chief Planning Officer
Melissa King
Client Service Representative
Sean Kyle
Sr. Financial Planning Associate
Peter Lazaroff
Co-Chief Investment Officer, Wealth Manager
Wesley Leftwich
Financial Planning Associate
Larry LeGrand
Vice Chairman, Chief Financial Officer
Austin Lewis
Sr. Financial Planning Associate
Jacob Malina
Financial Planning Associate
Charley Meyer
Director of Institutional Asset Management
Merilee Mulvaney
Executive Assistant
Scott Ngo
Wealth Manager
Joe Patane
Vice President
Lorie Phillips
Client Service Representative
Rachel Rogers
Portfolio Analyst
Edward Rothweil
Accountant
Katie Rummel
Client Service Representative
Reid Schmidling
Portfolio Analyst
Ben Schwartz
Wealth Manager
Daniel Stokes
Financial Planning Associate
Ben Tesson
Financial Planning Associate
Beth Thomas
Client Service Representative
Meredith Tilman
Operations Specialist
Drew Tingle
Financial Planning Associate
Robert Tucker
Vice President, Wealth Manager
Meagen Wagner
Financial Planning Associate
Jessie Weiss
Wealth Manager
Brian Wiedermann
Wealth Manager
Julie Willbrand
Marketing Manager
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