Multiple people performing a high-five demonstration in a business or professional setting.

Meet Our Team

A portrait of a middle-aged man with light brown hair, wearing a brown checkered blazer and a white shirt, smiling against a blurred indoor background with warm lighting.

Harry Carroll, AIF®

Partner, Financial Planner

Headshot of a smiling man with short brown hair, wearing a navy blazer and light blue collared shirt, against a blurred indoor background.

Brent Sheppard, CRPS®, AIF®

Partner, Financial Advisor

Headshot of a young man with short brown hair wearing a dark suit and white shirt.

Adam Johnstone, CFP®, NQPC™

Partner, Financial Planner

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Jerry Gray

Financial Advisor

Close-up of a woman with shoulder-length blonde hair, smiling, wearing a black blazer and a white blouse, with earrings and a circular necklace.

Dara Harkleroad

Relationship Manager

Close-up of a man wearing a dark suit and pink shirt, with short brown hair and brown eyes, smiling slightly against a blurred background.

Joseph Mendell, QPFC

Retirement Plan Consultant

Close-up of a woman with auburn hair, wearing a black blazer and a polka-dotted blouse, smiling gently. She has pearl earrings and a small necklace. The background is blurred.

Wendy Schultes

Business Manager