Associates

• Melissa George, AIF®, CF2®, CFT™, CFS®, PFPS™

  Fiduciary Financial Planner & Financial Therapist

• Porsche S. Love

  Financial Planner

• Kerby Wallick, CFA®

  Certified Financial Analyst®, Chief Investment Strategist

• Thomas Braun

  M&A Advisor, Business Succession & Exit Planning

• Darlene Young

  Senior Benefits Counselor

• Sage Bennett

  AI Executive Assistant