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

Andrew Mason, AAMS®
Associate Advisor

Christopher Anderson
Director / Business Development Consultant

Abby Vaughn, AIF®
Business Development Director

Elizabeth Brown, AAMS™
Client Administrative Specialist

Brooks Denham
Client Administrative Specialist

Sandy Merrick
Senior Trust Administrator

Venetta Mullins
Administrative Assistant

Courtney Brown
Marketing Coordinator