OUR TEAM WEALTH ADVISORS Kathleen Tranovich, CFP®, CPWA®managing partner, Wealth Advisor Envelope Phone Calendar-check Zachary Giles, CFP®, RMA®Wealth Advisor Envelope Phone Calendar-check Allison Gruesbeck, MBA, CFP®, ChFC®, CDFA®, APMA®, ABFP™Wealth Advisor Envelope Phone Calendar-check Jonathan Herndon, CFP®managing partner, Wealth Advisor Envelope Phone Calendar-check Derek Hamilton, CFP®, JDWealth Advisor Envelope Phone Calendar-check Eric Shetter, CFP®Wealth Advisor Envelope Phone Calendar-check Susan Elser, CFP®President Envelope Phone Calendar-check JT Wenglikowski, CFP®Wealth ADvisor Envelope Phone Calendar-check Sam McDaniel, CFP®wealth advisor Envelope Phone Calendar-check CLIENT SERVICE Linda Murphy, FPQP™managing partner, chief compliance officer Envelope Phone Calendar-check Mackenzie Zander, FPQP™Client Service Specialist Envelope Phone Calendar-check Rachel Heminger, FPQP™Operations Administrator 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
