Team

All of our employees are professionally, ethically and morally bound to always act in the client's best interest

Our highly experienced team, including Certified Financial Planner™ (CFP®) Professionals, a CPA, and a Chartered Financial Analyst (CFA® ) can help bring your investments, cash flow, and retirement goals together in a well-integrated, personalized plan.

Brian O'Neill

Brian O'Neill, CFP®

President, Shareholder

Henry Wideman

Henry Wideman, CFP®

Vice President, Shareholder

Will Jackson

Will Jackson, CFP®

CCO, Shareholder

Chris Conkell

Chris Conkell, CFP®

COO, Shareholder

Don Keeney

Don Keeney, CFA, CFP®

CIO, Shareholder

Louis Williams

Louis Williams, CPA, CFP®

Senior Advisor, Shareholder

Robert Eifert

Robert Eifert, CFP®

Associate Advisor

Ashley Bowling

Ashley Bowling

Marketing Coordinator, Operations Specialist

C.J. Laws

C.J. Laws

Financial Planning Analyst

Maggie Truitt

Maggie Truitt

Financial Planning Analyst

Charlotte Disley

Charlotte Disley

Financial Planning Analyst

Crawford Asman

Crawford Asman

Financial Planning Analyst

Wade Merritt

Wade Merritt

Financial Planning Analyst

Kaitlin Martin

Kaitlin Martin, CFP®

Financial Planning Analyst

Joe Bird

Joe Bird

Financial Planning Analyst

Stetson Ponder

Stetson Ponder

Financial Planning Analyst

Andrea Evangelesta

Andrea Evangelesta

Senior Client Service Associate

Meredith Fayard

Meredith Fayard

Senior Client Service and Compliance Associate

Kerri Warrick

Kerri Warrick

Client Service and Operations Associate

Michelle Collier

Michelle Collier

Executive Assistant

Landon Cobbs

Landon Cobbs

Administrative Assistant

Career Opportunities

We’re looking for individuals to join our growing team!

Join Our Team

I'm ready. Let's talk about my plan.

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