Associates

Advisor

• Matthew M. Stranix, CFP®

  Partner, Financial Planner

• Luke R. Chapman, CFP®, CFBS

  Partner, Financial Planner

• Paul M. Mitchell, CFP®, RICP®, CFBS

  Partner, Financial Planner

Staff

• Jennifer Nace

  Onboarding Specialist & Insurance Coordinator

• Courtney M. Kimp, Jr.

  Paraplanner

• Kathy Phelps

  Client Relationship Manager