Meet your navigators.

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

Founder/CEO

Andy Clary

Chief Operating Officer

Kaitilin Newman, CRPC®

Wealth Advisor

Aaron Ells, CFP®

Wealth Advisor

Daren Skonord, ChFC®

Wealth Advisor

Nick Mercer, CFP®

Wealth Advisor

Willie Major

Strategic Associate to the CEO

Brianna Esvelt, FPQP®

Client Service Specialist

Elizabeth Parker

Financial Support Associate

Mary Gruen

Client Service Specialist

Gladys Smith

Client Service Specialist

Tiffany Varker, FPQP®

Client Service Specialist

Chuck Etzweiler, MBA, CIMA®, CFP®, CMT

Senior Vice-President of Research

Trixy Glasgow

Director of Operations

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