Joel Morris, CFP®, AEP®
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.
Michael Paregian, CFP®, CTFA®
Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.
Cindy (Lucinda) Peterson, CPA®, CFP®
Cindy Peterson works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2002.
BJ Whittaker
BJ Whitaker oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2001.
Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®
Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.
Erik Hickman
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
Erik O’Neal, CFP®, CIMA®
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Sarah Ryder
Sarah Ryder manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2016.
Garrett Spangler, JD, LLM
Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.
Sony Mathew
Sony Mathew supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.