Our Team

  • Zach Gates, CFP™️

    PARTNER

    Read Bio

  • Eli Strait

    PARTNER, PIM PORTFOLIO MANAGER

    Read Bio

  • Will Cornett

    FIRST VICE PRESIDENT - FUNDAMENTAL CHOICE PORTFOLIO MANAGER

    Read Bio

  • Julie Lush

    SENIOR CLIENT ASSOCIATE

    Read Bio

  • Michael Whitfield, MBA, CFP™️

    SENIOR REGISTERED CLIENT ASSOCIATE

    Read Bio

  • Cathy Zigmund

    OFFICE ADMINISTRATOR

    Read Bio