Jim Wilson, CFP®
Managing Partner, Financial Advisor
David Holloway, CFP®, AIF®
Financial Advisor
Elizabeth Hail, CFP®, CIMA®, AIF®
Financial Advisor
Molly Chase, CFP®, AIF®
Financial Advisor
Emily Paukert, CFP®, CPA
Financial Advisor
Logan Jones, CFP®
Financial Advisor
Michelle Warner
Chief Executive Officer
Matthew Porras
Portfolio Manager
Robin Rickey
NCM Meeting/Event Manager
Jen Isotalo
Chief Operations Officer
Robyn Graham
Senior Portfolio Administrator
Ethyn Killinger
Retirement Plan Representative, Portfolio Manager
Sharon Carter
Executive Assistant / HR & Finance Coordinator
Laurie Silva, AIF®
Chief Compliance Officer
Theresa Johnson
Portfolio Administrator
Dena Gardner Hertel
Retirement Plan Associate