Team

Mary Huntley, CFP®

Jodi Padgett, CFP®

Tom Taylor, CLU, CFP®

Josh Szyman, CFP®

Deborah Reason, Financial Advisor

John Farmer, Financial Advisor

Lin Mickelsen, Financial Advisor

Jake Mickle, Financial Advisor

Chris Huntley, Director of Operations

Sue Morgan, Relationship Manager

Bree Perea, MS, EA, Registered Assistant

Carrie Justice, Administrative Assistant

Tracy Geleynse, Director of First Impressions

Andie Szyman, Marketing & Client Relations

Heidi Bird, Financial Advisor

Financial Advisor

Joseph Glomski, Logistics and Support

Lou Ann Jarvis

Director of First Impressions

Rhett Rucker