Your Dreams Matter
& Your Future is Our Priority
Our goal is to empower families with the insight and knowledge they need to make informed financial decisions. We strive to deliver exceptional value to the families we partner with by simplifying complex financial challenges.
Jake Bryant ChFC®, AIF®, CRPC®, APMA®, CEPA®
Chief Executive Officer
Donnie Robinson CFP®, CRPS®, APMA®, CEPA®
Chief Operations Officer
T.J. Kozelka
Chief Strategy Officer
Scott Herndon APMA®
Wealth Advisor
Jonathon McAdow APMA®
Wealth Advisor
Tyler Robinson CPA, CFP®
Investment Analyst and Tax Strategist
Tim Hodell CFP®
Wealth Advisor
Kathy Hodell
Client Relationship Manager
James Teeter
Wealth Advisor
Joseph Clark
Client Relationship Manager
Linda Padgett
Client Relationship Manager
Trish Kozelka
Client Relationship Manager
