A Dedicated Team of Experts
Here to help you achieve your
financial goals.
Our Sales & Services Team
Kevin Avent, CFP®, AIF®
Managing Director of Wealth Management
Billy Lanter, CFP®, CTFA, AIF®
Fiduciary Investment Advisor & Director of Sales
Angela Coleman, MBA, AIF®, CFP®
Fiduciary Investment Advisor
John Deglow, CFP®, AIF®
Fiduciary Investment Advisor
Patrick Meyer, MBA, JD, CFP®, AIF®, CTFA
Senior Fiduciary Investment Advisor
Fred Strecker, CFP®, MBA, AIF®
Fiduciary Investment Advisor
Abby Vaughn, AIF®
Business Development Director
Christopher Anderson, CPA®, AIF®
Business Development Director
Andrew Mason, CFP®, AIF®
Fiduciary Investment Advisor
Elizabeth Brown, AAMS®, AIF®
Associate Advisor
Sandy Merrick
Senior Trust Administrator
Christine Whalen
Senior Marketing Manager
Courtney Brown
Assistant Marketing Manager