Chad A. Warrick
Co-President & CEO
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OUR TEAM
Jason Print, CFP®
Co-President & CEO
Brad Towle
Senior Wealth Advisor
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
Benjamin White
Client Relationship Manager
Travis Martin
Client Service Specialist
Meagan Hernandez
Client Service Specialist
Korina Gainey
Client Service Specialist
Wendy Nieves
Client Service Specialist
Jamie Print
Accounting Clerk