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Team
Team
Mary Huntley, CFP
®
Jodi Padgett, CFP
®
Tom Taylor, CLU, CFP
®
Josh Szyman, CFP
®
Deborah Reason
Financial Advisor
John Farmer
Financial Advisor, AIF®
Lin Mickelsen
Financial Advisor
Heidi Bird
Financial Advisor
Jake Mickle
Financial Advisor
Bree Perea, MS, EA
Registered Assistant
Carrie Justice
Administrative Assistant
Tracy Geleynse
Director of First Impressions
Andie Szyman
Marketing & Client Relations
Joseph Glomski
Logistics and Support
Rhett Rucker
Kyle Meikle
Front Desk