Josh DeForest, CFA, CFP®
Executive Managing Director
Ernie George, CFP®, CLU®
Director
Danielle Frazier, CFP®
Sr. Manager, Client Service
Katie Iglay
Manager of Operations
Vickie Willard
Client Services Specialist
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.
Executive Managing Director
Director
Sr. Manager, Client Service
Manager of Operations
Client Services Specialist
December 17, 2024