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®
Wealth Advisor
Nick Mercer, CFP®, CFA® candidate
Wealth Advisor
Kaitilin Newman, CRCP®
Wealth Advisor
Trixy Glasgow
Director of Operations
Willie Major, PhD, FPQP®
Strategic Associate to the CEO
Tiffany Varker, FPQP®
Client Service Specialist
Brianna Esvelt, FPQP®
Client Service Specialist
Mary Gruen
Client Service Associate
Gladys Smith
Client Service Associate
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