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

SHERRY CAMPBELL

CFP®, CDFA®, CEPA
Chief Executive Officer

VIEW SHERRY'S BIO

STEVE HUTCHINSON

Founder, CEO Emeritus

VIEW STEVE'S BIO

AMY CONLEY

CWS®
President

VIEW AMY'S BIO

ASHLEY MADDEN

CFP®, CPA
Director of Financial Planning Services

VIEW ASHLEY'S BIO

TODD WALKER

APMA®
Senior Portfolio Manager

VIEW TODD'S BIO

Support Team

SARAH WARNSTAFF

FPQP™, WMS™
Director of Client Relations

VIEW SARAH'S BIO

LINDSEY WYBLE

FPQP™, CDFA®
Accounting Associate,
Divorce Casework Manager

VIEW LINDSEY'S BIO

COLE HICKMAN

AAMS®, AWMA®, FPQP™
Portfolio Manager

VIEW COLE'S BIO

Allison Moore

FPQP™
Family Office Coordinator

VIEW ALLISON'S BIO

Request an Appointment

GET IN TOUCH

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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.