Our Team

 

  • Allison Taylor, MBA, ABFP

    Wealth Advisor

  • Chris Latham, CFP®

    Wealth Advisor

  • Jordan McDole

    Operations Manager

  • Kaitlyn Chuong

    Client Relationship Manager

  • Kathy Lopez

    Office Assistant

  • Kimberly Lopez

    Marketing & Engagement

  • Tamela Cadwell

    Client Services Associate