All our Financial Advisors are Certified Financial Planner™ professionals with extensive experience in financial planning and investment management. With a combined 80 years of experience, our advisors can handle all your financial needs.

We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. Please click on our individual biographies to learn more about our roles and responsibilities.

Mike Booker
Mike Booker, CFP®, ChFC®, CFS®
Founding Shareholder
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Bryan Zschiesche
Bryan Zschiesche, CFP®, MS, MBA
Shareholder | Financial Advisor
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Heath Hightower
Heath Hightower, CFP®
Shareholder | Financial Advisor
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Mike Minter
Mike Minter, CFP®, CFS®
Shareholder | Portfolio Manager
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Will Goodson
Will Goodson, CFP®
Financial Advisor
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Kevin Nelson
Kevin Nelson, CFP®, CDFA®
Financial Advisor
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Marie Villard
Marie Villard
Director of Operations
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Annette Gibson
Annette Gibson
Client Service Specialist
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Susie Miller
Susie Miller
Receptionist
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