Meet your navigators.
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®
Founder/CEO
Andy Clary
Chief Operating Officer
Chuck D. Etzweiler, MBA, CIMA®, CFP®, CMT
Senior Vice-President of Research
Aaron Ells, CFP®, CDFA®
Wealth Advisor
Nick Mercer, CFP®, CFA® I
Wealth Advisor
Aaron McGaughey, CFP®
Associate Wealth Advisor
Brianna Esvelt, FPQP®
Client Service Specialist
Troy McGregor
Planning & Operations Specialist
Kari Lindsay
Client Service Associate
Willie Major, PhD, FPQP®
Strategic Associate to the CEO
Gladys Smith
Client Service Associate
Elizabeth Parker
Financial Support Associate
Craig Golden, CFA, CAIA, CMT
Market Analyst
Jodon Montgomery,
Wealth Planner
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