Our Team

Leadership

David Lee

Founder & Managing Partner

Matt Walters, CFP®

CEO

Lee Mackey, JD

President & COO

Financial Advisors

John Martfeld

Senior Financial Advisor

Eli Freeman, CFP®

Financial Advisor

Ashton Davis

Financial Advisor

Isaac Johnson

Financial Advisor

Support Staff

Susan Correll

Client Service Manager

Heather Conklin

Client Service Manager

Beth Brown

Client Service Manager

Cathy Martfeld

Client Service Manager

Mary Harding

Client Service Manager

Regan Still

Planning Specialist

Front Desk

Rachel Anderson

Director of First Impressions

Melinda Venable

Office Manager

Operations & Compliance

Brent Leas

Chief Compliance Officer

Tammy Lawler

Controller

Marketing & Content

Erica Chapman

Director of Marketing

Zoe Moody

Content Manager

YOUR FLIGHT TO FINANCIAL 
CONFIDENCE STARTS TODAY

Contact us to schedule your no-obligation, 15-minute call so we can develop a plan and launch your journey.

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