Our Team

 
  • David Booker, CFP®, CRPC®

    David Booker, CFP®, CRPC®

    Financial Planner

  • Trevor Lawson, CFP®, AIF®, RICP®,CDFA®

    Trevor Lawson, CFP®, AIF®, RICP®,CDFA®

    Financial Advisor

  • Corbin Oliver, CFP®, AIF®, RICP®

    Corbin Oliver, CFP®, AIF®, RICP®

    Financial Advisor

  • Andrew K. Rose, CFP®, CLU®, RICP®

    Andrew K. Rose, CFP®, CLU®, RICP®

    Financial Advisor

  • William Smith,  CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor, Team Leader

  • Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

    Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

    Advanced Planning Advisor

  • Kent Thompson, CFP®, MSFS

    Kent Thompson, CFP®, MSFS

    Financial Advisor

  • Dawn Weeks

    Dawn Weeks

    Sales Assistant

  • Kate Thompson

    Kate Thompson

    Client Solutions Specialist

  • Jeff Harless

    Jeff Harless

    Plan Analyst