MEET YOUR DEDICATED FINANCIAL PARTNERS

MEET YOUR
DEDICATED
FINANCIAL
PARTNERS

Down Triangle
Dustin A. Barr

Dustin Barr,
CFA®

Founding Partner, Adviser

*

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Abby A Bennett

Abby Bennett, CFP®, CExP

Founding Partner, Adviser, and
Director of Financial Planning

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Molly Bohrer
*

Senior Client Partner

*

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Oliver Cross
*

Founding Partner, Adviser

*

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R. Christopher Gammon

Chris Gammon, CFA®, CFP®

Founding Partner, Adviser

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Holly F. Skipper

Holly Skipper

Founding Partner, COO, and
Director of Client Partnership

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Bret Tagg, CPA

Associate Adviser

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Austin Tilles

Investment Analyst

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