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YOUR TEAM
Our Team
BRIAN BOUGHNER | Principal
ANTHONY MAHFOOD | Principal
GREG TOWNER | Chief Investment Officer
STEVEN TOLLESON | Partner
JORDAN ROBERTS | Director of Financial Planning
NANCY GLADDEN | Client Service Manager
VICTORIA LATHAM | Director of Operations
SHELBY FLYNN | Marketing and Client Services Manager
PEYTON HOPPES | Financial Advisor
DAVID CHUDYK, CFP® | Financial Advisor
JUSTIN CHASTAIN, CFP® | Financial Advisor
DEAN ST MARIE, CFP® | Financial Advisor
PATRICK SHERMAN | Financial Advisor
JONATHAN SHIELDS | Portfolio Trading Associate
SARA AURORA | Operations Specialist
SUSAN HARVELL | Client Service Manager
EMILY EDWARDS | Director of Client Experience and Engagement
ABBY SCHILZ | Advisor Relationship Manager
GINA ROSE SALAMIN | Trader / Analyst
JOE TRACY | Financial Advisor
ANNA WOLFORD | Associate Financial Advisor
ASHLEIGH JONES | Client Services Associate
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