LEADERSHIP TEAM

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John Gatewood, CFP®, CLU®

Founder & Chief Executive Officer

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Daniel Goeddel, MBA

Partner, Chief Development Officer & Lead Advisor

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Brian McGeehon, CFA®, CLU®

Partner, Chief Financial Officer & Lead Advisor

Aaron Tuttle CFA®, CFP®, 

CLU®, ChFC®

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Christina Shockley, JD, CFP®

Partner, Chief Planning Officer & Lead Advisor

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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®

Partner, Chief Investment Officer & Chief Operations Officer