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MEET OUR  ADVISORY TEAM

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David Dryden

CFP®, ChFC, MS

Senior Wealth Manager
Founder and Managing Partner

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Chad Lowe

Managing Partner

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Kevin Brown

Wealth Manager

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Ross Powell

CFP®, CPA

Wealth Manager

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Chris Torrez

Wealth Manager

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Travis Carter

CFP®

Managing Partner

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Ryan Ferguson

CFP®, CPA, MSA

Managing Partner, CFO

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Chris Weatherly

MBA, MA

Wealth Manager

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Mark Stegman

CFP®

Wealth Manager

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Laura Ragsdale

MBA, MA

Financial Analyst

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Wayne Smith III

CFP®, CRPC®, CKA®

Managing Partner, CCO

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David Chin

Financial Advisor

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Josh Hargrove

CFP®

Wealth Manager

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David Dryden

CFP®, MS

Wealth Manager

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Grant Winger

Wealth Manager

MEET OUR  SUPPORT STAFF

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Andrea Charles

Operations Manager

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Angela Trout

Client Concierge

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Elyza Massey

Operations Specialist

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Jessica Sandlin

Client Concierge

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Amanda Sandlin

Operations Specialist

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Yerusalem Gaim

Client Concierge

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