Vance B Gray, Jr., CFP®
Founder/Senior Financial Advisor
Amy Jipson
Operations Manager
Dottie Cerbone
Client Service Coordinator
Patricia Harvey
Business Processing Manager
Ryan Bartlett
Financial Advisor
Andrew Laslie, CPA, CFP®
Financial Advisor & Chief Tax Strategist
Mackenzie Tinker, MBA
Staff Accountant
Anita Cassells
Client Service Coordinator
Sarah Rausch, CPA
Certified Public Accountant
Erin Aloupis
Executive Assistant
