Meet your navigators.

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
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

JOIN OUR TEAM! 

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