Associates
-
Doug Horn, CFP®
Founder and CERTIFIED FINANCIAL PLANNER™
-
Teresa Horn
Relationship Manager
-
Shane Smith, CFA® CFP®
CERTIFIED FINANCIAL PLANNER™
-
Jen Braun
Accountant/Office Manager
-
Becky Cutshaw
Executive Assistant
-
Kaylee Smith, FPQP®
Client Specialist/Training Specialist
-
Thaddeus Danson
Client Specialist
-
Maggie Baldy
Client Relations/Transition Specialist
-
DeAnna Parker
Client Service Assistant
-
Kelly McCarter
Administrative Assistant