Our Team

Team Members In

Advisors

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Nathan Marcus

Associate Director, Wealth Advisor

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Laurie Marshall

MBA, CFP®, CDFA®

Vice President, Wealth Advisor

Ashley Mays

CFP®

Director, Wealth Advisor

Brandon McBride

Associate, Wealth Advisor

Connor Misch

CFP®, ChFC®

Director, Advisor Business Support Analyst

Zach Moore

CPA

Senior Associate, Wealth Management Analyst

Erika Mutch

CFP®

Senior Director, Wealth Advisor

Alexandria Nadworny

CFP®, CTFA

Vice President, Wealth Advisor