Chris J. Held CFP®, CRPS®
Managing Partner, Private Wealth Advisor
Cortland L. Golightly
Managing Partner, Private Wealth Advisor
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Roy C. Jerrolds
Private Wealth Advisor
Chris Dominguez
Private Wealth Advisor
Tiffany J. Shaver
Director of Client Services
Holly Dirks
Client Services Associate
Ryan Chand
Client Services Associate
