Our Team

Chad A. Warrick

Co-President & CEO

Jason Print, CFP®

Co-President & CEO

Brad Towle

Senior Wealth Advisor

Jeffrey Janson, CFP®

Senior Wealth Advisor

Andrew Dickens

Director of Pension Services

Chad Leatherwood, CFP®

Wealth Advisor

Dr. Mitch Levin

Senior Consultant

Joseph M. Browne

Emeritus Advisor

Amanda Pate, CFP®

Senior Relationship Manager

Nicole Bobek

Client Relationship Manager

Alyssa Ferraro

Client Experience Manager

Kristiana Daniels, CFP®

Senior Relationship Manager

Owen Morrow

Client Service Specialist

Dawn Penny

Client Service Specialist

Travis Martin

Client Service Specialist

Teresa Turner

Accounting Clerk