Executive Team

Your Team

Partners & Additional Management

Wealth Advisory Group

Investment Strategy Group

Practice Management & Operations

EXECUTIVE TEAM

Scott D. Michael, CFP<sup>®</sup>, AIF<sup>®</sup>

Scott D. Michael, CFP^®, AIF^®

Partner | Senior Wealth Advisor | CCO

Angie M. Stephenson, CFP<sup>®</sup>, CPA/PFS

Angie M. Stephenson, CFP^®, CPA/PFS

Partner | Senior Wealth Advisor | COO

Thomas K. Williams, CFP<sup>®</sup>, CPA

Thomas K. Williams, CFP^®, CPA

Partner | Senior Wealth Advisor | CEO

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