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

Heidi Bird
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

Joseph Glomski
Logistics and Support

Rhett Rucker

Kyle Meikle

Front Desk