Our Team

 
  • William

    William "Brad" Smith

    Managing Partner

  • Chuck Furr, CFP®, AIF®

    Chuck Furr, CFP®, AIF®

    Managing Partner

  • Lori Haddock<br><br>

    Lori Haddock

    Managing Partner

  • Jeff Phillips

    Jeff Phillips

    Managing Partner

  • Ashby Cook

    Ashby Cook

    Sr. Financial Consultant

  • Richard Westover

    Richard Westover

    Financial Advisor

  • Dwain Gullion

    Dwain Gullion

    Financial Advisor

  • Graham Jones

    Graham Jones

    Financial Advisor

  • Kenda Blackwood

    Kenda Blackwood

    Client Specialist

  • Leslie Craven

    Leslie Craven

    Director of Client Relations

  • Holly Perryman

    Holly Perryman

    Director of Business Development