OUR TEAM

“Talent wins games, but teamwork and intelligence win championships.”

- MICHAEL JORDAN

Our team was built to serve each client’s unique needs, personality, and communication style to ensure an exceptional client experience.
Bryce Meares fun picture
Bryce Meares headshot

Bryce Meares, BFA

Partner
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Andrew K. Schwartz III, CFP®

Partner
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David Dunn, CFP®, ChFC®, CLU®, FLMI/M

Partner
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Jimmy Barnard, CFP®

Partner
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Will Bruner

Associate Advisor
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Kalli Greenlee, CFP®

Director, Client Operations
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Lauren Peiffer, CFA

Portfolio Strategist and Trader
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Michael Mullin

Financial Analyst
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Pam Rohloff

Client Relationship Manager
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Jennifer Voight

Client Relationship Manager
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Christen Hughes

Client Relationship Manager
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Viviana Didakhe

Client Relationship Manager

IN MEMORY

COREY L. HART, MBA

FOUNDER
Corey Hart

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