Meet the Team
Our Team
Meet the Team
- Allison Norcutt
- Amanda DeWeese
- Andrea Roberts
- Casey O’Rourke, CPFA®
- Janice DiDonato
- Jennifer Bolin
- Leslie Wojcik
- Lisa Chisholm
- Lisa Sams
- Makenna Fross
- Michelle Hair
- Patrick Fross, RICP®
- Renee Springstead, CPFA®
- Rhonda Frasier
- Tara Bain
- Taylor Furr
- Thomas Fross
- Tina Spradlin
- Tucker Woods
- Zechariah Montera
Financial Advisors
Operations
Administrative

Giving Back
Our business is built on a foundation of thoughtful client relationships and giving back.