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STEWART E. FIELDS, CFP®
Managing Partner & Certified Financial Planner™
JON LAWTON, CFP®
Managing Partner & Certified Financial Planner™
CHRIS MASSENBURG, CRPC®
Managing Partner & Chartered Retirement Planning Counselor™
RYAN OVERSTREET
Wealth Adviser
KEN CALHOUN
Wealth Adviser
LANDON MCBRIDE
Wealth Adviser
JEFF BUTLER, JD
Wealth Adviser & Estate Planning Attorney
BRIGID SHOCKLEE
Relationship Manager
TAYLOR KELLY
Client Engagement Manager
BRENTZ LAWTON
Client Coordinator
WHITNIE CHASTEEN
Client Relationship Manager
ANNE YOST
Client Coordinator
CLAIRE FIELDS
Client Coordinator
SHERRI BLAISDELL
Client Relationship Manager
WHAT WE CARE ABOUT
OUR VALUES
1. PEOPLE | We believe that each person is innately valuable & worthy of respect & honor. Relationships matter & business is relational - top to bottom! People first, money second is our priority statement that places people & relationships ahead of any financial matter.​
2. INTEGRITY | We believe that integrity & truth matter. We conduct our business in such a way that's above reproach. Suitability & ethical practices come from placing a higher value on other people (& their needs) before our own.
3. COMMUNICATION | We believe that communication with our client partners builds & maintains the trust that is necessary for business relationships to reach their full potential. Our client partners deserve the type of communication that's frequent, timely, truthful, & relevant.
4. SERVICE | We believe that good service is practical & that great service is necessary for the pursuit of business excellence. We pursue perfection - and in doing so, "catch a little excellence along the way” (Vince Lombardi)
