Randy Martin CFP®  Founder and Managing Partner     Learn more about Randy here.

Randy Martin CFP®
Founder and Managing Partner

Learn more about Randy here.

  Jonathan Winzeler, CFP®, ChFC, CLU, AWMA  Partner     Learn more about Jonathan here.

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

Learn more about Jonathan here.

  Barry Rhea CFP®, ChFC, CLU, CEPA  Partner     Learn more about Barry here.

Barry Rhea CFP®, ChFC, CLU, CEPA
Partner

Learn more about Barry here.

  Matt Morris  Portfolio Manager     Learn more about Matt here.

Matt Morris
Portfolio Manager

Learn more about Matt here.

  Taylor Lane  Client Advocate     Learn more about Taylor here.

Taylor Lane
Client Advocate

Learn more about Taylor here.

  Suzie Gonzalez  Operations Specialist     Learn more about Suzie here.

Suzie Gonzalez
Operations Specialist

Learn more about Suzie here.

 
  Claire Carter  Paraplanner & Advisor Support     Learn more about Claire here.

Claire Carter
Paraplanner & Advisor Support

Learn more about Claire here.

  Wilson Barton  Project Manager     Learn more about Wilson here.

Wilson Barton
Project Manager

Learn more about Wilson here.

 

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.