We intend to provide a level of investment advisory intellect and service that will help you achieve your short term goals, long term goals, such as retirement planning, and thoughtful wealth creation. Finally, we will help you as you plan on transitioning your wealth to the next generation.

MEET THE TEAM

Your financial advisors and staff

Walt Lunsford

AAMS®

Managing Partner

President/CEO

Matt Tranquilli

CPA, CFP®, CRPS®

Executive Vice President

Director of Retail & Retirement Plan Operations

Scot Cone

.

Executive Vice President

Investments, Director of Insurance & Risk Management

Shawn L. Fishbaugh

CFA®

Executive Vice President

Chief Investment Officer

Dean Johns

CPA, CFP®

Executive Vice President

Director – Financial Planning

Clayton Reynolds

CRPS®

Vice President

Investments

Pete Bohrofen

AIF®

Vice President

Investments

Tom Fields

CRPS®

Financial Advisor

Edwina Martin

CPA

Vice President

Assistant Director Tax Planning

Ryan McCarthy

.

Vice President

Assistant Director of Operations

Margaret Saladin Lunsford

BA, BS, MPT

PR Liaison Director

Philanthropy

Tom Moore

.

Chief Technology Officer

Chief Information Security Officer

Andrew Armstrong

.

Chief Compliance Officer

Kris Tranquilli

.

Administrative Assistant

WE ARE HERE TO HELP

Contact us today and let us help you achieve your financial goals.