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Our Team

Allison Doty

Allison Doty CFP®

Associate Advisor
Emily Dougherty

Emily Dougherty

Associate Advisor
Jennifer Fensley

Jennifer Fensley CFP®, CRPS®

President, Wealth Advisor
Dean Galloway

Dean Galloway

Associate Advisor
Christopher Kelly

Christopher Kelly CFP®, CPFA®, AIF®, QKA®, CEBS

Retirement Plan Advisor
Anthony McCallister

Anthony McCallister J.D., CRPS®, AIF®

Retirement Plan Advisor
Scott McDowall

Scott McDowall CFP®

Wealth Advisor
Braxton Pettey

Braxton Pettey

Associate Advisor
Meredith Agan

Meredith Agan

Operations Specialist
Kara Armstrong

Kara Armstrong

Chief Operating Officer
Pam Bennett

Pam Bennett CFP®

Financial Planning and Service Manager
Donald Bolden

Donald Bolden CFP®, CLU

Founder and Chairman
Marshall Bolden

Marshall Bolden CFA

CEO
Emily D’Hollosy

Emily D’Hollosy FPQP®

Client Service Associate
Annie Hall

Annie Hall

Client Service Associate
Michael Holt

Michael Holt FPQP®

Client Service Associate
Amy Kennedy

Amy Kennedy

Marketing Director
Rena Miller

Rena Miller

Administrative Assistant and Facilities Manager
Peter Ramsey

Peter Ramsey MSM, CIMA®

Senior Investment Analyst
Lewis Robinson

Lewis Robinson CPA, AIF®

Retirement Plan Consultant
Rob Stone

Rob Stone

Retirement Plan Service Associate
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