our leadership members
Meet Our Team of Professionals
Samuel Lawhon, CFS®
Chief Investment Officer
Amy Buchheit
Vice President
Courtney Garner CFP®, CES™
Director of Financial Planning
Jessi Ayrer
Director of Operations
Financial Planning
Ana Maria Salas CFP®, EA
Financial Advisor
Bullett Manale CFP®
Financial Advisor
Brian Kaye
Paraplanner
Josh Te Stroete
Paraplanner
Service Team
Ainsley Mayo
Service Associate
Alyssa Reans
Digital Marketing Advisor Experience Specialist
Amanda Reichert
Senior Client Service Associate
Cherise Arnold
Service Team Manager
Cheyenne Rogers
Service Associate
Iliana Barrera
Client Service Associate
Jenny Leishman
Operations Coordinator
Nedeva Coq
Client Service Associate
Stefanie Melendez
Business Operations Coordinator