Randy Martin CFP®

Randy Martin, CFP®
Founder, Managing Partner

Jonathan Winzeler, CFP®, ChFC, CLU PartnerLearn more about Jonathan here.

Jonathan Winzeler, CFP®, ChFC®, CLU®
Partner

Barry Rhea CFP® PartnerLearn more about Barry here.

Barry Rhea, CFP®
Partner

Taylor Lane Client AdvocateLearn more about Taylor here.

Taylor Lane
Client Advocate

Matt Morris Investment Advisor / Portfolio ManagerLearn more about Matt here.

Matt Morris
Adviser

Zach Bullock, CPA Operations AnalystLearn more about Zach here.

Zach Bullock, CPA, CFP®
Adviser, Tax Analyst

Suzie Gonzalez Operations SpecialistLearn more about Suzie here.

Suzie Gonzalez
Administrator

Jennifer Dennie
Senior Adviser Associate

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.