Our Team

Ted Jenkin - CFP®, AWMA®, CRPS®, AAMS®, CRPC®, CMFC®

Co-CEO

Kile Lewis, CRPC®

Co-CEO
William M. Birmingham, CPA

Executive Vice President
Cristina Briboneria, CFP®, ADPA SM

Vice President, Private CFP®, ADPASM
Laura Dietrich

Director of Business & Technology Operations
Elizabeth Elrod
Tax and Business Services Group
Rebecca Frosch
Director Of First Impressions
Steven B. Goldstein CFP®, CRPC®

Vice President, Private CFO®
Mike Grizzard, CFP®

Vice President, Private CFO®
Brandon Hayes

Vice President, Private CFO®
Thomas Kettering, CFP®

Marketing Specialist
Whitney Lee

Client Service Specialist
Chris Mackey

Vice President, Private CFO®

Van Pappas CFP®

Vice President, Private CFO® CFP®
Eric Pucciarelli, MBA, CRPC®

Vice President, Private CFO®
Chris Sands

Vice President and Private CFO®
Specialist - Dentist Professionals
Jeremiah Thompson

Vice President, Private CFO®
Kyle Welker

Vice President, Private CFO®

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