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YOUR TEAM
Our Team
BRIAN BOUGHNER | Principal
GREG TOWNER | Chief Investment Officer
SUSAN HARVELL | CCO/ COO
JORDAN ROBERTS | Director of Financial Planning
NANCY GLADDEN | Client Service Manager
SHELBY FLYNN | Marketing and Client Services Manager
CAROLINE LORD | Marketing and Client Services Manager
PEYTON HOPPES | Financial Advisor
DAVID CHUDYK, CFP® | Financial Advisor
JUSTIN CHASTAIN, CFP® | Financial Advisor
JONATHAN SHIELDS | Advisor Relationship Manager
GINA ROSE SALAMIN | Head of Trading & Portfolio Manager
CAREY JOHNSON | Marketing and Client Services Manager
DEAN ST MARIE, CFP® | Financial Advisor
DAMIAN LOMBARDI | Financial Advisor
SARA AURORA | Operations Specialist
JOE TRACY | Financial Advisor
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