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Our Team

Adam G Smith

Partner

Matthew R. Johnson ChFC®, RICP®

Partner

Nathan Jenkins RICP®

Partner

Craig D Copeland

Partner

David Michael Tedder

Partner

Greyson Janeway RICP®

Partner

Timothy B Carroll

Wealth Management Advisor

Susan Wolfe BBA

Chief Operations Officer

Amy D Booher

Associate Financial Representative

Andrea M Hill

Associate Financial Representative

Callie L Russell

Associate Financial Representative

Anabelle G Rowe

Associate Financial Representative

Autumn McPhink

Marketing Coordinator

Kaitlynn Newcomb

Associate Financial Representative