Meet Our Team
Our client-centered team focuses on each client’s financial wealth goals and puts their needs first in all recommendations and solutions.
Meet Our Team
Our client-centered team focuses on each client’s financial wealth goals and puts their needs first in all recommendations and solutions.
Leadership Team
Leadership Team
SHERRY CAMPBELL
CFP®, CDFA®, CEPA
Chief Executive Officer
AMY CONLEY
CWS®
President
ASHLEY MADDEN
CFP®, CPA, CEPA
Director of Financial Planning Services
TODD WALKER
APMA®
Senior Portfolio Manager
Support Team
Support Team
Allison Moore
FPQP™
Director of Client Relations and Marketing
LINDSEY WYBLE
FPQP™, CDFA®
Accounting Associate,
Divorce Casework Manager
COLE HICKMAN
AAMS®, AWMA®, FPQP™
Portfolio Manager
Request an Appointment
Request an Appointment
With our 15 minute phone consultation, we will get to know you, your family, and goals to see if your family is a good fit for our specialized advisors.