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Specialty: Retirement Plan Consulting

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

ERNIE BURNS, MCEP®

CHIEF EXECUTIVE OFFICER

Christian Walter

FINANCIAL ADVISOR

Sarah C. Doerr

PARTNER & FINANCIAL ADVISOR

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