The Team

“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”

John Quincy Adams

Photo of Scott Danner, AAMS<sup>®</sup>

Scott Danner, AAMS®

Executive Vice President, Head of Legacy

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Photo of Tim Portelance

Tim Portelance

Senior Vice President, Financial Advisor

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Photo of Nicole Morrison

Nicole Morrison

Senior Client Administrative Manager

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Photo of Kerry Chatham

Kerry Chatham

Director, Financial Advisor

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Photo of Josh Deaver

Josh Deaver

Vice President, Financial Advisor

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Photo of Stephanie Cash

Stephanie Cash

Client Administrative Manager

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Photo of Brian Elms

Brian Elms

Director, Financial Advisor

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Photo of Courtney Williams

Courtney Williams

Managing Director, Financial Advisor

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Photo of Kristin Leavitt

Kristin Leavitt

Senior Client Administrative Manager

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Photo of Sherilyn Moran

Sherilyn Moran

Senior Client Administrative Manager

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Photo of Terry Estes

Terry Estes

Managing Director, Financial Advisor

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Photo of Sandy Thomas

Sandy Thomas

Client Administrative Manager

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Photo of David Graham

David Graham

Senior Client Administrative Manager

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Photo of Andrew Gregory

Andrew Gregory

Managing Director, Financial Advisor

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Photo of Tommy Altman

Tommy Altman

Vice President, Financial Advisor

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Photo of Kateryna “Kat” Pazzaglia

Kateryna “Kat” Pazzaglia

Client Administrative Manager

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Photo of Kirstin Hark

Kirstin Hark

Director of Life Planning

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Photo of Kirstin Hark

Kirstin Hark

Director of Life Planning

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Photo of Bill Newman

Bill Newman

Wealth Management Associate

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Photo of Sean Manos

Sean Manos

Vice President, Financial Advisor

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Photo of Elizabeth Robinette

Elizabeth Robinette

Senior Client Administrative Manager

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Photo of Celine Vallet

Celine Vallet

Client Administrative Manager

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Photo of Maddie Adams

Maddie Adams

Client Administrative Manager

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Photo of Chad Rushing

Chad Rushing

Managing Director, Financial Advisor

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Photo of Mark Guenard

Mark Guenard

Financial Advisor

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Photo of Peggy Slaughter

Peggy Slaughter

Retirement Plan Consultant

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Photo of Reed Sloat

Reed Sloat

Managing Director, Financial Advisor

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Photo of Jeff Whiteside

Jeff Whiteside

Senior Vice President, Financial Advisor

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Photo of Laja Rowell

Laja Rowell

Senior Client Administrative Manager

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Photo of Michelle Lopez

Michelle Lopez

Senior Client Administrative Manager

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Photo of Margaret Wiley

Margaret Wiley, AAMS®

Managing Director, Financial Advisor

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Photo of Robert L. Estes, AAMS<sup>™</sup>

Robert L. Estes, AAMS™

Director, Financial Advisor

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Photo of Anthony Piglowski Jr.

Anthony Piglowski Jr.

Senior Vice President, Financial Advisor

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Photo of Shari Underwood

Shari Underwood

Senior Client Administrative Manager

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Photo of Dana Copeland

Dana Copeland

Senior Client Administrative Manager

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