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

Kaitilin Newman, CRPC®

Wealth Advisor

Brianna Esvelt, FPQP®
Client Service Specialist

Aaron McGaughey

Associate Wealth Advisor

Mary Gruen

Client Service Associate

Willie Major, PhD, FPQP®

Strategic Associate to the CEO

Gladys Smith

Client Service Associate

Elizabeth Parker

Financial Support Associate


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