Our Team

  • Zach Gates, CFP™️

    PARTNER

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  • Eli Strait

    PARTNER, PIM PORTFOLIO MANAGER

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  • Will Cornett

    FIRST VICE PRESIDENT - FUNDAMENTAL CHOICE PORTFOLIO MANAGER

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  • Julie Lush

    SENIOR REGISTERED CLIENT ASSOCIATE

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  • Michael Whitfield, MBA, CFP™️

    WEALTH STRATEGIST

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  • Cathy Zigmund

    OFFICE ADMINISTRATOR

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