top of page

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

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
bottom of page