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Our People

People are at the heart of our wealth management firm.

The financial services professionals on our team are highly qualified, competent, and part of a family-oriented, collaborative company culture.

LEADERSHIP
Wayne Garrett
Wayne Garrett
CPA/PFS, CFP®, RICP®
Chief Executive Officer
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Brandon W. Garrett
Brandon W. Garrett
CFP®, CIMA®, AIF®
President | Chief Investment Officer
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Stefan W. Simpson
Stefan W. Simpson
AIF®
Chief Compliance Officer | Director of Business Operations
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Keith Trent
Keith Trent
CFP®, ChFC®, MSBA
Wealth Advisor
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OPERATIONS & ADMINISTRATION
Stefan W. Simpson
Stefan W. Simpson
AIF®
Chief Compliance Officer | Director of Business Operations
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Marley Wood
Marley Wood
Client Service Associate | Paraplanner
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Shannon Mitchell
Shannon Mitchell
Client Service Associate
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Laura McCrory
Laura McCrory
Internal Office Bookkeeper | Receptionist
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Audra Garrett
Audra Garrett
Event Coordinator | Receptionist
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A.J. Bunn
A.J. Bunn
Client Service Associate | Paraplanner
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WEALTH ADVISORS
Wayne Garrett
Wayne Garrett
CPA/PFS, CFP®, RICP®
Chief Executive Officer
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Brandon W. Garrett
Brandon W. Garrett
CFP®, CIMA®, AIF®
President | Chief Investment Officer
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Keith Trent
Keith Trent
CFP®, ChFC®, MSBA
Wealth Advisor
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Chris Sargent
Chris Sargent
CFP®, C(k)P
Wealth Advisor | Financial Planner
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Hayden Hill
Hayden Hill
CFP®
Associate Wealth Advisor
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Madison Wallace
Madison Wallace
CFP®
Associate Wealth Advisor
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Executive Council, LPL Financial

Wayne Garrett
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Five Star Professionals – Top Wealth Manager ext

Wayne Garrett (2012 - 2020), Brandon Garrett (2016 - 2020), Stephanie Szabo (2018)
ebook

Our Complimentary eBook: Guide to Legacy Planning

What will your legacy be and how can you continue to make a difference?

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