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Professional Staff

Providing exemplary service to our clients is our number one priority. We know how important it is for you to feel comfortable asking questions, understanding your finances and making changes as your life evolves. As a result, we employ a staff of professionals who are committed to serving you.

Rest easy knowing we have you covered but if you ever need us we are here to help.


Bob Eberhard, FLMI®, SPHR®

Chief Operating Officer/Chief Compliance Officer

Jami Wilson

Business Manager

Client Service Team

Sandra CarltonSandra Carlton

Client Relations Liaison/Corporate Scheduler

Brent BoydBrent Boyd

Director of Insurance

Alison MathenaAlison Mathena

Director of Investment Accounts

Stephanie LadinskyStephanie Ladinsky

Operations Specialist

Missy DiaMissy Dia

Operations Specialist

CandiceChambersCandice Chambers

Data Analyst

KimAndersonKim Anderson

Operations Specialist

Adam VarnedoeAdam Varnedoe

Client Relationship Director

Support Team

Ben DotyBen Doty, CFA®

Senior Investment Director

eddiewebElayna Barrison

Investment Analyst

JuliewilsonJulie Wilson

Executive Assistant to Managing Partners

GemmaHornGemma Horn

Financial Planning Assistant