Meet our Advisory Team

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.

Northeast
Midwest
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Sarah Cannon

Sarah Cannon, CFP®

Wealth Advisor, Director

Troy Buder Headshot

Troy Buder

Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Regional Vice President

Adam Lee, CFP®

Regional Vice President

Jenna Taylor

Regional Sales Associate

Maxwell Photo

Kimberly Maxwell

Regional Sales Associate

Lacy Hartzler

Sr. Regional Sales Associate

Alexis Kibbe, CFP®

Financial Planner

Camryn Norman

Camryn Norman

Financial Planner

Patrick Moody

Patrick Moody

Financial Planner

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Amanda Coffey

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Brittany Starnes

Brittany Starnes

Sr. Client Service Specialist

Charlene Duncan

Client Service Specialist

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