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
Joseph H. George
Client Service Specialist
Joseph H. George
Camber Koerner
Client Service Specialist
Camber Koerner