Chris Robinette CEPA, MBA, LUTCF
Founder & Financial Planner
David Kopittke CFP®, CEPA, MBA
Financial Planner
Robert A. Anderson lll, CLTC®, LUTCF®, ChFC®
Financial Planner, Financial Advisor, Investment Advisor Representative
Scott Barton
Financial Planner
Chris Rogers
Financial Planner
Jack Priebe
Advanced Markets Consultant/Financial Planner CEPA, CFBS, CFP®
Brandan Chasteen CFP®
Financial Planner
Dylan McDearmon
Director of Planning
Blake Barton
Financial Planner
David Krauklis
Financial Planner
Whit Hagan
Financial Planner
Allison Robison
Director of Operations
Ann Gore
Insurance Coordinator
Tracie Van Arnam
Account Services Executive
Sara Cothern
Practice and Client Relationship Manager for Brandan Chasteen, CFP®
Leah Roberts
Practice Manager for David Kopittke