Sean Scruggs, CFP®, RICP®, CKA®
Owner & Senior Wealth Advisor
Matt Swarbrick, CFP®, MSFS, CKA®, CAP®, CASL®, ChFC®, CLU®, RICP®, WMCP®
Owner & Senior Wealth Advisor
Jason Jupiterwala, RICP®, FIC
Owner & Senior Wealth Advisor
Andrew Judy
Wealth Advisor
Holly Shelton
Lead Client Service Associate
Brian Elliot
Client Service Associate
Kelly McJunkin
Client Service Associate
Lori Webb
Investment Operations Specialist
Bryce Runge
Marketing and Events Coordinator
Susie Heggie
Client Relationship Specialist