Our Team

J. David Ashby

Financial Advisor, CFP®, CPA

Jonathan Baird

Financial Advisor, CFP®

Bruce Butterfield

Financial Advisor, CFP®

Angie Glass

Financial Advisor, CRPS®

Minna Green

Financial Advisor

Jen Milam

Manager, CCO

Laurie Pinner

Financial Advisor

Kirk Reardon

Financial Advisor

Zachary Talley

Portfolio Software Manager