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Team
Mary Huntley, CFP
®
Jodi Padgett, CFP
®
Tom Taylor, CLU, CFP
®
Charlie Taylor, Founder
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, Registered Assistant
Carrie Justice, Administrative Assistant
Tracy Geleynse, Director of First Impressions
Andie Szyman, Marketing & Client Relations
Joseph Glomski, Logistics and Support
