Our Team
Grant Smith, CFP®
CEO | Financial Planner
Dax Weindorf
CIO | Financial Advisor
Benjamin Fuller
CFO | Financial Advisor
Lance Belline
Founder
Reg Goshert, CFP®
CPA | MBA- Financial Planner
Kasey Cooper, CFP®
Financial Planner
Chad Kennedy, CFP®
Financial Planner
Steve Schultheis
M.A.M.L. | Financial Advisor
Grayson Griffin
Financial Advisor
Sarah Neeley
Financial Advisor
Ryan Roark
Financial Advisor
Morgan Reeves
Director of Planning and Insurance | FPQP® | Paraplanner
Michael Yawn
Director of Operations | Paraplanner
Jonathan Liles
FPQP® | Paraplanner
Reese Mollner
FPQP® l Paraplanner
Jase Nichol
Paraplanner
Geoffrey De’Andre Knight
Health/Medicare Insurance Specialist