Advisors
You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.
Maddy Freedland
CFP®
Christian Keedy
CFP®
Robert Falconer
Ryan Brown
Nathan Budrow
CFA®
Milton Castellanos
Brandon Fentress
Todd Misenheimer
CFP®, CIMA®
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
Roger Lingle
Brian Senske
Martin Hardy
Conor Clougherty
Mike Hensley
CFP®, AIFA®
Rand Millwood
CFP®, CIMA®, AIF®
Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA
Jeff Link
Patrick Clark
CFP®, CEPA
Samuel Sexton
CPA, CFP®
operations Team
Marissa Pratt
Robyn Willson
Ashley Finley
Emerald Maher
Dora Kotrodimos
CPFA
