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Travis D. Carter
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MEET OUR
ADVISORY TEAM
David Dryden
CFP®, ChFC, MS
Senior Wealth Manager
Founder & Managing Partner
FULL BIO
Chad Lowe
Senior Wealth Manager
Managing Partner
FULL BIO
Kevin Brown
Wealth Manager
FULL BIO
Ross Powell
CFP®, CPA
Wealth Manager
FULL BIO
Chris Torrez
Wealth Manager
FULL BIO
Stephen Cramm
Wealth Manager
FULL BIO
Travis Carter
CFP®
Senior Wealth Manager
Managing Partner
FULL BIO
Ryan Ferguson
CFP®, CPA, MSA
Senior Wealth Manager
Managing Partner, CFO
FULL BIO
Chris Weatherly
MBA, MA
Wealth Manager
FULL BIO
Mark Stegman
CFP®
Wealth Manager
FULL BIO
Laura Ragsdale
MBA, MA
Financial Analyst
FULL BIO
Wayne Smith III
CFP®, CRPC®, CKA®
Senior Wealth Manager
Managing Partner, CCO
FULL BIO
David Chin
Financial Advisor
FULL BIO
Josh Hargrove
CFP®
Wealth Manager
FULL BIO
David Dryden
CFP®, MS
Wealth Manager
FULL BIO
Grant Winger
Wealth Manager
FULL BIO
MEET OUR
SUPPORT STAFF
Andrea Charles
Operations Manager
FULL BIO
Joseph Eppler
Operations Specialist
FULL BIO
Yerusalem Gaim
Client Concierge
FULL BIO
Elyza Massey
Operations Specialist
FULL BIO
Angela Trout
Client Concierge
FULL BIO
Amanda Sandlin
Operations Specialist
FULL BIO
Jessica Sandlin
Client Concierge
FULL BIO
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