We are a team of talented professionals with a wide range of skills and experience

We love what we do, and we do it with passion

PARTNERS

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PEOPLE

Robert D. Schaff

Founder & Financial Advisor

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Charles Stockham

Certified Wealth Strategist®

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Jody Beene

Certified Financial Planner ®

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Maggie Barry

Director of Operations

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CONSULTANTS

C.D. Smith

Consulting Technologist

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Matthew Stolen

Compliance Consultant

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Thomas G. Fox

Research Consultant

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Bo McNinch

Consultant

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