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, CEPA
Director of Financial Planning Services

TODD WALKER

APMA®
Senior Portfolio Manager

Support Team

Support Team

Allison Moore

FPQP™
Family Office Coordinator

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.