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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.

A.J. Bunn
A.J. Bunn
CFP®
Wealth Advisor
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Tanner Castle
Tanner Castle
CFP®
Wealth Advisor
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Michael Cochran
Michael Cochran
CFP®, CIMA®
CHIEF INVESTMENT OFFICER
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Kim Cushman
Kim Cushman
Client Service Associate
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Audra Garrett
Audra Garrett
Event Coordinator | Receptionist
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Brandon W. Garrett
Brandon W. Garrett
CFP®, CIMA®, AIF®
CHIEF EXECUTIVE OFFICER
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Wayne Garrett
Wayne Garrett
CPA/PFS, CFP®, RICP®
EXECUTIVE CHAIRMAN
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Hayden Hill
Hayden Hill
CFP®
Wealth Advisor
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Elaina McClure
Elaina McClure
Marketing Associate
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Laura McCrory
Laura McCrory
Internal Office Bookkeeper | Receptionist
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Jason McGarraugh
Jason McGarraugh
MS, CFP®
Wealth Advisor
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Calynn Mullins
Calynn Mullins
Marketing and Communications Director
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Chris Sargent
Chris Sargent
CFP®, CPWA®, C(k)P
Director of Financial Planning | Wealth Advisor
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Stefan W. Simpson
Stefan W. Simpson
AIF®
COO | CCO | CFO
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Keith Trent
Keith Trent
CFP®, ChFC®, MSBA
Wealth Advisor
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Nina Wagner
Nina Wagner
Executive Assistant
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Madison Wallace
Madison Wallace
CFP®
Wealth Advisor
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Laura Werner
Laura Werner
Client Service Associate | Paraplanner
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Marley Wood
Marley Wood
CFP®
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)
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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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