Meet your navigators.

Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®

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® candidate
Wealth Advisor

Aaron McGaughey
Associate Wealth Advisor

Brianna Esvelt, FPQP®
Client Service Specialist

Troy McGregor
Client Planning Specialist

Mary Gruen
Client Service Associate

Willie Major, PhD, FPQP®
Strategic Associate to the CEO

Gladys Smith
Client Service Associate

Elizabeth Parker
Financial Support Associate


Social Media

We invite you to follow us on social media by clicking on the icons below.

You can also follow our hashtags: #ServeWell #PitonWealth #LiveGenerously

Scroll to Top