MEET OUR GROUP

Jaret Mutter headshot

JARET MUTTER, CEPA®, CPFA®

CEO – Managing Partner
Wealth Advisor

Andrew Schenker headshot

ANDREW SCHENKER, 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, 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

LOGAN EDWARDS

Client Service Associate

KELLY HANDY

Business Development & Client Communications Manager

TERI REED

Senior Client Service Associate

CARLTON WARD

Client Service Associate

Justin Whorley headshot

JUSTIN WHORLEY

Client Service Associate