MEET OUR GROUP

Jaret Mutter headshot

JARET MUTTER, CEPA®, CPFA®

CEO – Managing Partner
Wealth Advisor

Andrew Schenker headshot

ANDREW SCHENKER, CEPA®, CPFA®

Senior Partner – Senior Wealth Advisor

Tiffany Rawling headshot

TIFFANY RAWLING

Chief Operations Officer

George Wootten headshot

GEORGE WOOTTEN, AIF®, CPFA®

Chief Financial Officer

Michael Blanchard headshot

MICHAEL BLANCHARD

Partner – Senior Wealth Advisor

Joe Crandall headshot

JOE CRANDALL, CEPA®, ChFC®, CPFA®

Wealth Advisor

Tim Ha headshot

TIM X. HA, CFP®

 Partner
CERTIFIED FINANCIAL PLANNER®

Jordan Sereno headshot

JORDAN SERENO

Partner – Senior Wealth Advisor

William “Wes” Thompson Jr. headshot

WILLIAM “WES” THOMPSON JR., CFP®

Senior Wealth Advisor

TANYA VESS, CRPC®

Senior Wealth Advisor

KELLY HANDY

Business Development & Client Communications Manager

CHARLES HOBACK JR.

Associate Wealth Advisor

TERI REED

Senior Client Service Associate

JACKIE SMITH

Office Manager

CARLTON WARD

Associate Wealth Advisor

Justin Whorley headshot

JUSTIN WHORLEY

Financial Consultant