Meet the Team Executive Team Executive Team Chris LipperCFP®, CIMA® Wealth Partner Adam Spence Wealth Partner Angie Lockwood, CPA Vice President of Operations Ben Streeter Client Operations Associate Brian Davis Brian Wessley Chief Talent Officer Brian Remson, CFP® CFP® Read more Brian Neal, AAMS® Wealth Partner Brian James Financial Advisor Brittany Miller Client Care Coordinator Charles Hart Wealth Partner Chris LipperCFP®, CIMA® Wealth Partner Read more David Scott Investment Trading Analyst David Hefty, CFP® CEO and Co-Founder Dennis Kehoe, CRCP® Wealth Partner Devin Nieuwlandt Investment Operations Associate Diedre Matheny Paraplanner Doug Lockwood, MBA, CFP ® Branch President and Wealth Partner Edison Byzyka, CFA Chief Investment Officer Erik Herstad Financial Advisor Hannah Schuler Client Care Coordinator Ian Stroud Investment Operations Associate Investment Policy Committee Isaiah Delph Investment Operations Associate Kelly Tobias Client Operations Associate Kentrina Mapes Client Experience Manager Kiersten Gaston Client Operations Associate Layton Ginder Financial Advisor Lynne Smith Talent Development Specialist Michael Lawler Systems Administrator Scott Bradtmiller Chief Compliance Officer Sherry Firestone Paraplanner Stacy Hefty President and Co-Founder Steve Swicegood, CFP® Wealth Manager Theresa Kruizenga Paraplanner Tom Knippa Wealth Partner