Client Service Team
Amy Bennett
Director of Client Service
Draven Sneed, CFP®, CKA®
Wealth Associate
Meredith Keever, CFP®
Wealth Associate
Drew Applequist, MBA
Financial Paraplanner
Daniel Griffith, MBA
Financial Paraplanner
Scotty Blanchard
Financial Paraplanner
Jacob Mejan
Client Service Associate
Delaney House
Client Service Associate
Ashley Harris
Client Service Associate