OUR TEAM

FIRM LEADERSHIP

David Lee

Founder & Managing Partner

Matt Walters, CFP®

CEO

Lee Mackey, JD

President & COO

FINANCIAL ADVISORS

John Martfeld

Sr. Financial Advisor

Eli Freeman

Financial Advisor

Ashton Davis

Financial Advisor

SUPPORT STAFF

Carole Frost

Director of Client Services

Susan Correll

Client Service Manager

Heather Conklin

Client Service Manager

Beth Brown

Client Service Manager

Cathy Martfeld

Client Service Manager

Regan Still

Client Service Manager

FRONT DESK

Rachel Anderson

Director of First Impressions

Melinda Venable

Office Manager

OPERATIONS & COMPLIANCE

Tammy Lawler

CCO & Controller

Brent Leas

Director of Compliance & Ops

MARKETING & CONTENT

Erica Chapman

Director of Marketing

Zoe Moody

Content Manager