Advisors
Sammy Dean
Founding Partner
Jerry Grantham
ChFC, Senior Financial Advisor
Joel Holden
CFP®, Partner and COO
Dave Jesiolowski
Business & Financial Advisor
Chris McAlpin
Managing Partner and CEO
Karl Simmons
CFE’d, Partner
Josh Taffer
Financial Advisor
Administration
Karen K. Baker
Operations Assistant
Christine Cole
Client Relations Coordinator
Susan Mitchell
Client Relations Coordinator
Tonia Ray
Marketing Director
Vicki Van Wick
Client Relations Coordinator