MEET OUR TEAM
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MIKE GALLOWAY
MANAGING DIRECTOR
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NANETTE EBERHARDT
DIRECTOR OF OPERATIONS
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TODD THOMAS, CFS®, MA Ed
VICE PRESIDENT
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BRYAN JEFFRIES, MA
VICE PRESIDENT OF BUSINESS DEVELOPMENT
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SARA MCMULLIN
HEAD OF RISK MANAGEMENT
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CHRIS HOERCHLER
REGIONAL VICE PRESIDENT & FINANCIAL ADVISOR
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TAYLOR GALLOWAY
COMMUNICATIONS AND EDUCATION DIRECTOR
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PIERRE BRACHET, CFA
PORTFOLIO MANAGER
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MATT ROGERS, CFP®
FINANCIAL ADVISOR
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DREW GRIFFITH, CFS®
FINANCIAL ADVISOR
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STEVE WHEELER, CFS®
FINANCIAL ADVISOR
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SHANE KNOLL
FINANCIAL ADVISOR
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CRAIG HALVER
FINANCIAL ADVISOR
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DREW EVANS
FINANCIAL ADVISOR
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CASEY JOHNSTON
FINANCIAL ADVISOR
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BILL LYALL
FINANCIAL ADVISOR
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CHRIS DECHANT, CFS®
FINANCIAL ADVISOR
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JT HENDERSON, CFP®
FINANCIAL ADVISOR
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MARK EWINGS
FINANCIAL ADVISOR
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CODY CARMICHAEL
FINANCIAL ADVISOR
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JOHNNY HERNANDEZ
FINANCIAL ADVISOR
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BRIAN DELFS
FINANCIAL ADVISOR
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JOE CONNELL
FINANCIAL ADVISOR
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JORDAN ANDREWS
FINANCIAL ADVISOR
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ELYSSA SELVIDGE, CFP®
FINANCIAL ADVISOR
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BRIAN JUTTING II, CFP®
FINANCIAL ADVISOR
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CALE DODA, CFP®
FINANCIAL ADVISOR
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DAVID TURLEY, EA
TAX ASSOCIATE
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LUCAS LINDERS
TAX ASSOCIATE
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TYLER ALLEN
PUBLIC SAFETY REPRESENTATIVE
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ZACH GHILINO
GROWTH OPERATIONS MANAGER
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JAVIER TRAVER
CONCIERGE SPECIALIST
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ROBERT HOLSTEIN
CONCIERGE SPECIALIST
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TAYLOR HARVEY
MARKETING SPECIALIST
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AUDREY ROPER
EDUCATION MARKETING SPECIALIST
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SHANE CONWAY
TRADING SPECIALIST/CLIENT RELATIONSHIP SPECIALIST
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CARISSA RAMOS
CLIENT RELATIONSHIP SPECIALIST
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ANDREA RIDER
CLIENT RELATIONSHIP SPECIALIST
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KELLEY BELMONTE
CLIENT RELATIONSHIP SPECIALIST
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SAM HOLMEN
CLIENT RELATIONSHIP SPECIALIST
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AMY SCHOMAKER
OPERATIONS SPECIALIST
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KRYSTINA WANTA
OPERATIONS/COMPLIANCE SPECIALIST
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ALYSSA MELENDEZ
OFFICE COORDINATOR
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CRUZE
DIRECTOR OF SECURITY