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

ASHLEY MADDEN

CFP®, CPA
Director of Financial Planning Services

TODD WALKER

Senior Portfolio Manager

Support Team

Support Team

SARAH WARNSTAFF

FPQP™
Director of Client Relations

SUSIE HARRIS

FPQP™
Client/Family Services Coordinator

LINDSEY WYBLE

FPQP™, CDFA®
Accounting Associate,
Divorce Casework Manager

COLE HICKMAN

AAMS®, AWMA®, FPQP™
Portfolio Manager

Allison Moore

FPQP™
Family Office Coordinator

Request an Appointment

Request an Appointment

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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.