OUR TEAM WEALTH ADVISORS Susan Elser, CFP®President Envelope Phone Calendar-check Derek Hamilton, CFP®, JDWealth Advisor Envelope Phone Calendar-check Jonathan Herndon, CFP®Wealth Advisor Envelope Phone Calendar-check Eric Shetter, CFP®Wealth Advisor Envelope Phone Calendar-check Kathleen Tranovich, CFP®, CPWA®Wealth Advisor Envelope Phone Calendar-check Zachary GilesAssociate Advisor Envelope Phone Calendar-check JT Wenglikowskiassociate Advisor Envelope Phone Calendar-check INVESTMENT OPERATIONS Linda Murphy, FPQP™Investments Manager, chief compliance officer Envelope Phone Calendar-check Mackenzie Zander, FPQP™Investment Operations Specialist Envelope Phone Calendar-check Keisha Starks, MBAOffice Manager, Assistant Compliance manager Envelope Phone Calendar-check Find out why our #1 source of new clients is personal referrals. Let’s Schedule a time to visit. No strings attached. Schedule A Meeting
