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We’re a group of bright, talented professionals from varied backgrounds, united in our desire to be our best selves.

Jay Annis

CFP®, CIMA®, AIF®
Principal & Co-Founder

P. J. Gardner

CFA®, CFP®, CIMA®
Principal & Co-Founder

Paul Whiting, Jr.

CFA®, AIF®
Principal & Co-Founder

Chelly Anglada

Executive Assistant

Kathy Bryant

Director of Client Relations

Melissa Mayer

Client Relations Associate
Marija Johnson

Marija Johnson

Client Relations Associate

Chase Fowler

AIF®, CIMA®
Consultant

Jimmy Robbins

CIMA®, AIF®
Consultant

Shannon Holthaus

CPA
Controller & Compliance Analyst

Rachel Toscano

Analyst
Jared Lynn

Jared Lynn

Analyst
Todd Sessums

Todd Sessums

Analyst
Christina Peek

Will Buser

Analyst

Christina Peek

Client Relations Associate