Ali Swofford

Ali Swofford

PhD, CLU, ChFC

President / Wealth Manager

Wesley N Price

Wesley N. Price

CFP®

Founding Partner / Wealth Manager

Craig Hammer

Craig Hammer

RICP®, Certified Financial Fiduciary®

Partner / Wealth Manager

Andrea Carpenter

Andrea Carpenter

ChFC, CLU, Certified Financial Fiduciary®

Partner / Wealth Manager

Anthony Bartl

Anthony Bartl

Director of Operations

Lynn Smith

Lynn Smith

Director of Client Relations

Liz Van Pelt

Administrative Assistant

Lowell Williams

Client Service Advisor

 

 


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Strategic Partners

Wes Strode headshot

Wes Strode

CFA

Axiom Portfolio Manager