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MEET OUR
ADVISORY TEAM
David Dryden
CFP®, ChFC, MS
Managing Partner
FULL BIO
Chad Lowe
Managing Partner
FULL BIO
Kevin Brown
Financial Advisor
FULL BIO
Ross Powell
CPA
Financial Advisor
FULL BIO
Travis Carter
CFP®
Managing Partner
FULL BIO
Ryan Ferguson
CFP®, CPA, MSA
Managing Partner, CFO
FULL BIO
Chris Weatherly
MBA, MA
Financial Advisor
FULL BIO
Wayne Smith III
CFP®, CRPC®, CKA®
Managing Partner, CCO
FULL BIO
David Chin
Financial Advisor
FULL BIO
Josh Hargrove
CFP®
Financial Advisor
FULL BIO
MEET OUR
SUPPORT STAFF
Kathy Dacey
Office Manager
FULL BIO
Nancy Bailey
Client Concierge
FULL BIO
Andrea Charles
Sr. Operations Specialist
FULL BIO
Laura Ragsdale
Operations Specialist
FULL BIO
Angela Trout
Client Concierge
FULL BIO
