Client Service Team

Portrait of a smiling woman with glasses, wearing a blue blouse and dark blazer, with a blurred outdoor background.

Amy Bennett

Director of Client Service

A young man in a navy suit with a checkered tie smiling at the camera, with a blurred green outdoor background.

Draven Sneed, CFP®, CKA®

Wealth Associate

A smiling young woman with wavy light brown hair, wearing a gray blazer and white blouse, sitting indoors with a blurred background.

Meredith Keever, CFP®

Wealth Associate

A young man with light brown, curly hair is smiling and wearing a dark suit, white shirt, and patterned tie, standing indoors with a blurred background of greenery and windows.

Drew Applequist, MBA

Client Service Associate

A young man with short brown hair and a big smile, wearing a suit and tie, standing outdoors with blurred green trees in the background.

Daniel Griffith, MBA

Client Service Associate

A young woman with long brown hair and blue eyes smiling, wearing a black blazer and light blue blouse, standing outdoors with green trees in the background.

Delaney House

Client Service Associate

A young man with blonde hair wearing a navy blue suit, light blue shirt, and red tie, smiling outdoors with a background of green trees and power lines.

Jacob Mejan

Client Service Associate

A young man with short brown hair and a light beard, wearing a blue suit, white shirt, and purple patterned tie, smiling outdoors with green trees in the background.

Scotty Blanchard

Client Service Associate

Portrait of a smiling woman with shoulder-length brown hair, wearing a black pinstripe blazer, white top, and pearl necklace, outdoors with trees and a railing in the background.

Ashley Harris

Client Service Associate