Chad A. Warrick
Co-President & CEO
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OUR TEAM
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
Andy Baker, CVA®, CFP®
Wealth Advisor
Joseph M. “Jette “Browne
Emeritus Advisor
Amanda E. Pate, CFP®
Senior Relationship Manager
Kristiana Daniels, CFP®
Senior Relationship Manager
Alyssa Ferraro
Client Experience Manager
Travis Martin
Client Service Specialist
Meagan Hernandez
Client Service Specialist
Korina Gainey
Client Service Specialist
Teresa Turner
Accounting Clerk
Benjamin White
Client Relationship Manager