Andrew Dodds, CFP®
Founder & CEO
Michael Dodds, MBA, CFP®
President & Financial Advisor
Deanna Meyer
Partner & Financial Advisor
Brennan Pate, CFP®
Dean Norsworthy, CFP®
Financial Advisor
Kayla Benjamin, CFP®
Associate Advisor
Brent Lee
Partner & Operations Manager
Lisa Elms
Client Relationship Manager
Nick Nielsen
Operations Associate
Pam Massett
Client Service Associate
Steve Schafer
Investment Analyst & Trader
Natalie Ford
Paraplanner
Kim Hutchinson
Executive Assistant
May Dodds, MBA
Business Manager