3 weeks ago
IRS Announces Roth Rule Delay
On August 25, 2023, the IRS announced a two-year delay...
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Jefferson Adcock, CFP®, CLU®
Principal,
Financial Advisor
Matt Bader, CFP®
Principal,
Financial Advisor
Wade Bilbrey, CFP®, CRPC®
Senior Associate,
Relationship Manager
Brad Caldwell, CFP®
Principal,
Financial Advisor
Mary Clapp, ChFC®
Senior Associate,
Relationship Manager
Gary Dean, CFA
Managing Principal,
Financial Advisor
Drew Digby, CFP®, CPA, PFS, CEPA
Vice President,
Financial Advisor
Darryl Edmonds, CFP®
Principal,
Financial Advisor
Susan Rich Harris, ChFC®
Senior Associate,
Relationship Manager
Philip Henninger, CFP®
Vice President,
Financial Advisor
Mickey Jacobs, CFP®
Principal,
Financial Advisor
Mikael Jacobs, CFP®
Principal,
Financial Advisor
Randy Lee, CFP®
Principal,
Financial Advisor
Regina Lewis, CPFA
Vice President,
Financial Advisor
Chanon MacDonald, CFP®
Senior Associate,
Relationship Manager
Jane MacDonald, CFP®
Principal,
Financial Advisor
Erik Milam, CFP®, CeFT, RLP
Principal,
Financial Advisor
Andrew Mitchell, CFP®, CPA, PFS
Senior Associate,
Relationship Manager
Kevin Mitchell, CFP®
Principal,
Financial Advisor
Taylor Morrison, CFP®
Senior Associate,
Relationship Manager
Seth Powell, CPA
Senior Associate,
Relationship Manager
Craig Reed, CFP®, CIMA®, CFA
Principal,
Financial Advisor
John Sinclair, CFP®
Senior Associate,
Relationship Manager
Tyler Sinclair, CFP®
Principal,
Financial Advisor
Russell Slagle, CPA, CFP®
Senior Associate,
Relationship Manager
David Steine
Senior Vice President,
Financial Advisor
Cliff Taylor, CFP®
Principal,
Financial Advisor
Patterson Ware
Associate Relationship Manager
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