Our Team

Advisors

Beth Courtney

Beth Courtney

Owner/Wealth Advisor

Jim Herzog

Jim Herzog

Financial Advisor

Clint Braswell

Clint Braswell

Financial Advisor

Sandy Myers, CRES

Sandy Myers, CRES

Retirement Education Specialist

Andres Yepes

Andres Yepes

Independent Wealth Advisor

Rosita Cotton

Rosita Cotton

Financial Advisor

Bill Drexler, CFP®

Bill Drexler, CFP®

Financial Planner

Derek Sichler

Derek Sichler

Financial Advisor

Support Team

Judie Devitt

Judie Devitt

Administrative Assistant

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

Kim Wheeler

Kim Wheeler

Marketing and Database Strategist

Mickey Roberts

Mickey Roberts

Sales Assistant

Lacy Baluta

Lacy Baluta

Administrative Assistant

Rick Bedford

Rick Bedford

Data and Analytics Assistant

Richard Myers

Richard Myers

Assistant