OUR TEAM

CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS

Susan Elser, CFP®

President, Planner

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Derek Hamilton, CFP®, JD

Planner

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Jonathan Herndon, CFP®

Planner

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Eric Shetter, CFP®

Planner

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Kathleen Tranovich, CFP®, CPWA®

Planner

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ASSOCIATE PLANNERS

Zachary Giles

Associate PLANNER

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Landon Mundell

Associate PLANNER

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JT Wenglikowski

associate PLANNER

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Investment Operations

Linda Murphy, FPQP™

Investments Manager, CCO

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Keisha Starks, MBA

Office Manager

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Mackenzie Zander, FPQP™

Investment Operations Specialist

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Find out why our #1 source of new clients is personal referrals.

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