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
STEVE HUTCHINSON
Founder, CEO Emeritus
AMY CONLEY
CWS®
President
ASHLEY MADDEN
CFP®, CPA
Director of Financial Planning Services
TODD WALKER
APMA®
Senior Portfolio Manager
Support Team
Support Team

SARAH WARNSTAFF
FPQP™, WMS™
Director of Client Relations
LINDSEY WYBLE
FPQP™, CDFA®
Accounting Associate,
Divorce Casework 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.