OUR TEAM

FIRM LEADERSHIP

David Lee, RFC®

Managing Partner & CEO

Lee Mackey, JD

Partner & President

Matt Walters, CFP®

Partner & COO

TEAM MEMBERS

John Martfeld

Financial Advisor

Eli Freeman

Financial Advisor

Brent Leas

Director of Operations

Connie Blackmon

Chief Financial Officer

Tammy Lawler

CCO & Controller

Adrienne Terrazas

Accounting & Compliance

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

Rachel Anderson

Director of First Impressions

Melinda Venable

Office Manager

Matt Hager

Director of Content & Public Relations

Erica Chapman

Director of Marketing