Meet Our Team

Harry Carroll, AIF®

Partner, Financial Planner

Brent Sheppard, CRPS®, AIF®

Partner, Financial Advisor

Adam Johnstone, CFP®, NQPC™

Partner, Financial Planner

Jerry Gray

Financial Advisor

Dara Harkleroad

Relationship Manager

Joseph Mendell, QPFC

Retirement Plan Consultant

Wendy Schultes

Business Manager

Christina Stewart

Business Development Consultant