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