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