One Team. One Approach.
Independent
Comprehensive
Boutique
Collaborative
John C. Farris
CAP®, CFS®, Partner
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Raegan Arrington
CAP®, CFP®, ChFC®, Partner
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Philip Strunk
CFP®, CPA, Partner
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Crystal Arredondo
MBA, CDFA®, CPFA™, Partner
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Karthik Muraliraj
Cfp®, ChFC®, CLU®, RMA®, Partner
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Vatsal Assar
CFP®, CPA, Partner
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Kim Tillinghast
CPFA™, Principal, Partner
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Jordan Moore
Financial Advisor
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Advisor Support
Heather Perdue
Senior Client Service Consultant
Christina Angelo
Client Service Consultant
Kathryn Cronin
Receptionist