Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Southeast: Georgia

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Noah Reichert, MSFP, CFP®, AIF®

Wealth Advisor

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Rick Henderson

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Sarah Cannon

Sarah Cannon, CFP®

Wealth Advisor, Director

Troy Buder

Wealth Advisor

Naples, Atlanta

William Howard

William Howard, CFP®, CFA

Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Adam Lee, CFP®

Sr. Vice President

Jenna Taylor

Regional Sales Associate

Maxwell Photo

Kimberly Maxwell

Regional Sales Associate

Atlanta, Naples, Tampa, Sarasota

Lacy Hartzler

Sr. Regional Client Development Associate

Alexis Kibbe, CFP®, CAP®

Sr. Financial Planner

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Sr. Financial Planner

Autumn Vaughn, CFP®

Financial Planner

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®

Director, Financial Planning

Cameron Holt

Financial Planner

Camryn Norman

Camryn Norman

Financial Planner

Lizzie Gossett, CFP®

Financial Planner

Patrick Moody

Patrick Moody

Financial Planner

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