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Our Team

Our Team is dedicated to supplying excellent personal service to each and every one of our clients.

Todd Parker CFP®, WMCP®, RICP®, CLU®, AEP®

Wealth Management Advisor

Huldah C Mathis CFP®, RICP®, WMCP®

Wealth Management Advisor

Charity Shahan

Associate Advisor Representative

Cole Namken MBA, CFP®

Associate Wealth Management Advisor

Ashley Austin

Investment Operations Associate

Joshua Hunt

Director of Operations

Kristie A Parker

Marketing Manager

Rachel Nicole Strode

Client Experience Manager