Our Team

Chad A. Warrick

Co-President & CEO

Jason Print, CFP®

Co-President & CEO

Brad Towle

Senior Wealth Advisor

Jeffrey Janson, CFP®, AIFA®

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 E. Pate, CFP®

Senior Relationship Manager

Kristiana Daniels, CFP®

Senior Relationship Manager

Alyssa Ferraro

Client Experience Manager

Dawn Penny

Client Service Specialist

Travis Martin

Client Service Specialist

Meagan Hernandez

Client Service Specialist

Teresa Turner

Accounting Clerk

Benjamin White

Client Relationship Manager