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Specialty: Individual Wealth Management

R. Michael Parry, CFP®

DIRECTOR OF WEALTH PLANNING

Adam Billings

DIRECTOR OF OPERATIONS

Taylor Yaw

FINANCIAL ADVISOR

ASHLEY TERRELL, MBA

FINANCIAL ADVISOR

GERROD GALLIANO, MBA

FINANCIAL ADVISOR

ALEX ASTIN, MBA, CEP®

CERTIFIED ESTATE PLANNER|FINANCIAL ADVISOR

J. SCOTT GWATNEY, ChFC®, CPFA®

PARTNER | WEALTH MANAGEMENT ADVISOR

CHRISTIAN P. CLAUSEN, CFP®

FINANCIAL ADVISOR|PORTFOLIO MANAGER

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