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.

Administration Team

BobEberhard

Bob Eberhard, FLMI®, SPHR®

Chief Operating Officer/Chief Compliance Officer
BrentBoyd

Brent Boyd CFP®

Chief Operating Officer
Jami-Wilson

Jami Wilson

Business Manager

Client Service Team

SandraCarlton

Sandra Carlton

Client Relations Liaison/Corporate Scheduler
AlisonMathena

Alison Mathena

Director of Investment Accounts
Candice-Chambers

Candice Chambers

Data Analyst
Adam-Varnedoe

Adam Varnedoe

Client Relationship Director
Kyle-McKinley

Kyle McKinley

Financial Services Consultant
JessicaSacks

Jessica Sacks

Operations Consultant
CarlyLabrada

Carly Labrada

Operations Specialist

Investment Team

BenDoty

Ben Doty, CFA®

Senior Investment Director
Elayna_Barrison

Elayna Barrison

Investment Analyst
Chandler-Norder

Chandler Norder

Business Analyst

Support Team

Julie-Wilson

Julie Tinnemeyer

Executive Assistant to Managing Partners
NancyMccarrol

Nancy McCarroll

Executive Assistant to Managing Partners

Take The First Step For Your Future

The first step is an initial consult with our team to answer any questions you may have. Please click the button below to contact us for your first meeting.