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
John Valadez
Client Service Specialist
John Valadez
Tina E. Jones
Client Service Specialist
Tina E. Jones
Camber Koerner
Client Service Specialist
Camber Koerner