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® candidate
Kaitilin Newman, CRPC®
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
Elizabeth Parker
Financial Support Associate
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