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TRAVIS M JAMES
CFP®

MANAGING PARTNER
CERTIFIED FINANCIAL PLANNER™

MARK A BEAVER
CFP®

MANAGING PARTNER
CERTIFIED FINANCIAL PLANNER™

JAMES R SENKBEIL
CIMA®

SENIOR VICE PRESIDENT
CERTIFIED INVESTMENT MANAGEMENT ANALYST®

ASHLEY A THOMPSON
CFP®

FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER™

ROBERT J HAMILL
CFP®, ChFC®, APMA®

FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER™

JACKIE THOMPSON

CLIENT SERVICES MANAGER

FREDDA B SCHWARTZ

OFFICE MANAGER