
Vance B Gray, Jr., CFP®
Founder/Senior Financial Advisor

Amy Jipson
Operations Manager

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
