Associates

 
  • David Booker, CFP®, CRPC®

    David Booker, CFP®, CRPC®

    Financial Advisor

  • Trevor Lawson, CFP®, AIF®, RICP®

    Trevor Lawson, CFP®, AIF®, RICP®

    Financial Advisor

  • Corbin Oliver, CFP®, AIF®, RICP®

    Corbin Oliver, CFP®, AIF®, RICP®

    Financial Advisor

  • William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor

  • Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®

    Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®

    Advanced Planning Advisor

  • Kent Thompson, CFP®, MSFS

    Kent Thompson, CFP®, MSFS

    Financial Advisor

  • Jeff Harless

    Jeff Harless

    Plan Analyst