Meet Our Team

 
  • Danny Stith, CFP (R)

    Danny Stith, CFP (R)

    Wealth Manager, Managing Executive

  • Mike Chancellor

    Mike Chancellor

    Investment Representative

  • Joe Vahlberg, CFP(R), MBA

    Joe Vahlberg, CFP(R), MBA

    Financial Planner

  • Tom Hutter

    Tom Hutter

    Retirement Plan Services

  • Daniel Stith,  Jr.

    Daniel Stith, Jr.

    Client Services

  • Bill Honey

    Bill Honey

    CFP (R)

  • Micki Glover

    Micki Glover

    Retirement Plan Coordinator

  • Jonna Sanderson

    Jonna Sanderson

    Non-registered Assistant