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LEADERSHIP TEAM
John Gatewood, CFP®, CLU®
Founder & Chief Executive Officer
Daniel Goeddel, MBA
Partner, Chief Development Officer & Lead Advisor
Brian McGeehon, CFA®, CLU®
Partner, Chief Financial Officer & Lead Advisor
Christina Shockley, JD, CFP®
Partner, Chief Planning Officer & Lead Advisor
Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
Partner, Chief Investment Officer & Chief Operations Officer
Christopher Arends, CFA®, CMT®, CAIA®
Director of Investments
Clayton Feldman
Strategic Project Manager
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