OUR TEAM
FIRM LEADERSHIP
David Lee, RFC®
Managing Partner & CEO
Lee Mackey, JD
Partner & President
Matt Walters, CFP®
Partner & 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
Brent Leas
Director of Operations
Connie Blackmon
Chief Financial Officer
Tammy Lawler
CCO & Controller
Adrienne Terrazas
Accounting & Compliance
MARKETING & CONTENT
Erica Chapman
Director of Marketing
Matt Hager
Director of Content & PR
