Meet Our Team

Our aim is always to be the 'keepers and protectors of our clients' lifestyles as they define them.


Erin T. Botsford, CFP®, CRPC
Kay Lynn Mayhue, CFP®, AEP®, RFC®
Allyson Bohannon, JD, CFP®
Relationship Manager/Estate Planning Coordinator
Blaine Malcolm, CFP®
JP Pattinson, RFC®
Brad Cast, RFC®
Zac Beckerley, CFP®
Kyle Shores
Nate Cavender
Vice President, Client Relations
Lindsey Littleton
Director, Marketing and Public Relations
Chad Lange, CFP®
Jennifer C. Mann, CFP®, CDFA™
Manager, Insurance and Special Projects
Joey Beason
Tami Snider
LPL Registered Service Associate
Michelle Shields
Jenn Leigh
Public Relations Coordinator
Sara Benavides
Susan Meghdadpour
Luann Hay
Kim White
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search