Financial Team

Associates

Clay-Janson

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

Seth D. Fink, CPA

Certified Public Accountant

Lee Evans

Retirement Planning Specialist

Kenneth Ragsdale, AIF®, CLU 

Financial Advisor

Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

Jennifer Rusk

Financial Professional

Lanaya Ewald

Financial Professional

Morgan Keil

Financial Professional

Alex Rosen, AIF®

Financial Professional

Kyle Trueba

Financial Professional

Roy Morris, RICP®

Financial Professional

Tyler-Grantham

Tyler Grantham, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

Beau-Sheedy

Beau D. Sheedy

Financial Professional

Steven G. DuCharme, J.D.

Financial Professional

Erin Vega

Client Services

Mallory-Tower

Mallory Tower

Client Services

Karen Fulkerson

Client Services

Taylor Friedlander

Client Services

Kris Ware

Client Services

photo-olivia-nunley

Olivia Nunley

Client Services

team-moodyaleksey

Aleksey Moody

Education Coordinator, Marketing, & Business Development

Jessye Gentry

Executive Assistant/Client Relations