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
