PLANNING TEAM
Lauren Goeddel, CFP®
Service Advisor Manager
Matthew Harris, MBA
Support Associate
Blake Higdon
Support Associate
Cole Milam
Service Advisor
Melissa Sims
Support Associate
Christina Shockley, JD, CFP®
Partner, Chief Planning Officer & Lead Advisor
Nina Breen, CFP®
Service Advisor
Bradley Fischer
Service Advisor
Jared Freese, CFP®, CLU®, CEPA
Service Advisor