Insight + Humor
We are a close-knit group, sharing skills, insights and lots of jokes with one another to give you the best advice with a side of humor.
With 100 years of collective experience through all life and business stages, we’re serious about collaboration. While you’ll work with a dedicated professional specializing in your area(s) of need, you’ll also be supported by a team of experts inside and outside our firm, depending on the complexity of your situation.
Scott Brooks
CRPC®, FPQP®
Planning Specialist
Mark Ramsay Dennie
CFP®, CRPC®, APMA®, CLTC®, BFA™
Financial Advisor
Trudy Fitzpatrick
CRPC®
Client Relationship Specialist
Carla Gatlin
Client Relationship Specialist
Jackson Greer
Client Service Specialist
Bret A. Hamby
CFA®, CRPC®, APMA®
Investment Manager, CFO/CIO, Partner
Brian M. Johnson
CFP®, CRPC®, CEP®, APMA®
Financial Advisor, CEO, Partner
Leone Kadam
Planning Specialist
Barbara Kettman
Group Benefits Director
Jamie KH
Senior Client Relationship Specialist
Meg McMullen
CRPC®
Client Relationship Specialist
Adam Messick
WMS®
Financial Advisor
Tracie A. Mitchell
CRPC®
Operations Director, CCO/COO, Partner
Brian Mohoric
CRPC®
Financial Advisor, CTO, Partner
Sean V. Owen
Ph.D., CFP®, CRPC®, APMA®, CAP®
Financial Advisor, Partner
Amanda Peters
Wealth Management Director