We are a team of advisors, for advisors.Our TeamExecutive TeamSarah PaisChief Officer of Compliance & OperationsSean Kernan, CFP®Chairman of Compliance, Managing PartnerJean Paul LagardeChief Investment OfficerW. Tyson VanlandinghamChief of Practice ManagementBrandon Day, CFP®Chief Market StrategistChad Atkins, CFP®, CRPCChief Business AcquisitionsPractice Managers and SupportMichael ThomasSenior Portfolio Manager, Director of ResearchJill RoyalDirector of ComplianceRhonda FullerDirector of OperationsMaggie HapCompliance and Operations AnalystDiann IrlbeckDirector of Client ServicesLia KingOffice ManagerMatt Welsh, CFP®Financial PlannerShana McHaffey, CFP®Centralized Service ManagerTamra GainesDirector of MarketingCailey BrackenCompliance ManagerChris FinzenCentralized Service AssociateNick MooreCFA®
