WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Travis Marshall, AAMS®

Senior Vice President, Financial Advisor

Nichole Whatley, AAMS®

Senior Vice President, Financial Advisor

Jordan White, CFP®

Associate Vice President, Financial Advisor

Rachael Sauder, FPQP®

Senior Registered Associate

Robyn Weaver

Registered Client Associate