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
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Contact Us

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

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