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 headshot

Brian O'Neill, CFP®

President, Partner

Henry Wideman headshot

Henry Wideman, CFP®

Vice President, Partner

Will Jackson headshot

Will Jackson, CFP®

CCO, Partner

Chris Conkell headshot

Chris Conkell, CFP®

COO, Partner

Don Keeney headshot

Don Keeney, CFA, CFP®

CIO, Senior Advisor

Louis Williams headshot

Louis Williams, CPA, CFP®

Senior Advisor

Walton Cobb headshot

Walton Cobb, CFP®

Lead Advisor

Josh Hegland headshot

Josh Hegland, CFP®

Associate Advisor

Robert Eifert headshot

Robert Eifert, CFP®

Associate Advisor

Jacquie Webster headshot

Jacquie Webster, CFP®

Associate Advisor, Nashville Team Lead

Ashley Bowling headshot

Ashley Bowling

Marketing Coordinator, Financial Planning Analyst

C.J. Laws headshot

C.J. Laws

Financial Planning Analyst

Maggie Truitt headshot

Maggie Truitt

Financial Planning Analyst

Charlotte Disley headshot

Charlotte Disley

Financial Planning Analyst

Crawford Asman headshot

Crawford Asman

Financial Planning Analyst

Wade Merritt headshot

Wade Merritt

Financial Planning Analyst

Joe Bird headshot

Joe Bird

Financial Planning Analyst

Stetson Ponder headshot

Stetson Ponder

Financial Planning Analyst

Andrea Evangelesta headshot

Andrea Evangelesta

Senior Client Service Associate

Meredith Fayard headshot

Meredith Fayard

Senior Client Service Associate

Michelle Collier headshot

Michelle Collier

Executive Assistant

Landon Cobbs headshot

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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