Shannon Andre

Vice-President, Shareholder

Kevin Beedy, CPA

Tax Manager

Gary Brown, CPA, CFE

Vice-President, Shareholder

This is a picture of Ryan Collins

Financial Advisor, Senior Associate

Andrew Eames

Manager

Meagan Greeson

Principal

Lance Jones

Secretary, Shareholder

Brian P. Kocsis

Principal

Merline Kurian

Principal, Financial Advisor

David Mooney, CPA, PFS

Treasurer, Shareholder

Greggory D. Morgan, CPA, CVA, CFF

Immediate Past President, Shareholder

Michael Sloan

Vice-President, Shareholder

Doug Ware

Vice-President, Shareholder

Mikal Willimon

Vice-President, Shareholder

Travis Wolf

Vice-President, Shareholder

Danny Woods

President, Shareholder