Our Team

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J. David Ashby

Financial Advisor, CFP®, CPA

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Jonathan Baird

Financial Advisor, CFP®

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Bruce Butterfield

Financial Advisor, CFP®

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Angie Glass

Financial Advisor, CRPS®

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Minna Green

Financial Advisor

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Jen Milam

Manager, CCO

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Laurie Pinner

Financial Advisor

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Kirk Reardon

Financial Advisor

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Zachary Talley

Portfolio Software Manager