Associates

 
  • Frances Gardner, CFP®, CDFA®

    Certified Financial Planner

  • Robert Gardner, CEPA

    Business Continuation Advisor

  • Andrew Gardner, CFP®

    Certified Financial Planner

  • Patrick Wallace, ChFC®

    Financial Advisor

  • Syndia Dimas

    Director of Office Operations

  • Kyle McGuffey, MSF

    Director of Planning & Investment Operations

  • Carrie Pettett

    Client Service Specialist

  • Sharon Pierce

    Office Support Specialist