Justin Jenkins
President
Ryan Kelly, CFA ®
Chief Investment Officer
Alicia Jenkins
Chief Marketing Officer
Michael Newman, PhD, SPHR, SHRM-SCP
Chief Experience & Operating Officer
Clay Watkins, CFP®, RICP®
Financial Advisor
Kylee Marcy
Financial Advisor
Patrick Rumoro, CFP®
Financial Advisor
Troy Todd
Financial Advisor
Jeanna Clark
Financial Planner
Ryan Smith
Associate Portfolio Manager
Penny Stewart, CPA
Senior Tax Advisor
Pamela Gibson
Director of Finance
David Karem, CPA
Tax Supervisor
Rick Fears
Medicare Advisor
Christy Hill
Director of Operations
Tyler Forbes
New Business Processor
Cindy Fedele
Director of Client Services
Taylor Florez
Marketing Strategist
Melanie Nobers
Client Relationship Manager
Kendall Daniel
Client Coordinator
Emily Doyle
Executive Assistant
Sylvia Galeener
Client Coordinator