Chad A. Warrick
Co-President & CEO
Client Login | FREE Consultation 866-977-2252
OUR TEAM
Jason Print, CFP®
Co-President & CEO
Brad Towle
Senior Wealth Advisor
William P. Kovacs, JD
General Counsel
Shari Hooper, CSA®
Senior Wealth Advisor
Jeffrey Janson, CFP®, AIFA®
Senior Wealth Advisor
Andrew Dickens
Director of Pension Services
Jack Malarik
Wealth Advisor
Chad Leatherwood, CFP®
Wealth Advisor
Andy Baker, CVA®, CFP®
Wealth Advisor
Kristiana Daniels, CFP®
Associate Advisor
Joseph M. “Jette “Browne
Emeritus Advisor
Amanda E. Pate, CFP®
Senior Relationship Manager
Alyssa Ferraro
Client Experience Manager
Meagan Hernandez
Client Service Specialist
Korina Gainey
Client Service Specialist
Wendy Nieves
Client Service Specialist
Jamie Print
Accounting Clerk