Meet our team

Geoffrey W. White
CERTIFIED FINANCIAL PLANNER ™
Geoffrey W. White
Austin L. Frazier
CERTIFIED FINANCIAL PLANNER ™
Austin L. Frazier
Aaron Matheny
CERTIFIED FINANCIAL PLANNER ™
Aaron Matheny
Terra M. A. Timmons
CLIENT CONCIERGE
Terra M. A. Timmons
Anjum J. Malone
Office Manager
Anjum J. Malone
Tina E. Jones
Client Service Specialist
Tina E. Jones
Adam Jayme
Client Service Specialist
Adam Jayme