Our Team

Team Members In

Advisory Team

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber MacBeth

FPQP®

Director, Associate Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Senior Director, Wealth Advisor

Brittanie Mandich

Associate Director, Associate Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Nathan Marcus

CFP®

Associate Director, Wealth Advisor

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Laurie Marshall

CFP®, CDFA®, MBA

Vice President, Associate Advisor Group Lead

Ashley Mays

CFP®, AWMA®

Senior Director, Wealth Advisor

Brandon McBride

Associate, Associate Wealth Advisor

Annie McCauley

CFP®

President

Zach Moore

CPA

Associate Director, Wealth Advisor

Erika Mutch

CFP®

Senior Director, Wealth Advisor

Alexandria Nadworny

CFP®

Vice President, Wealth Advisor