MEET YOUR DEDICATED FINANCIAL PARTNERS

MEET YOUR
DEDICATED
FINANCIAL
PARTNERS

Down Triangle

Dustin Barr, CFA®

Founding Partner, Senior Adviser
*

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Abby Bennett, CFP®, CExP™

Founding Partner, Adviser

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Molly Bohrer

Director of Client Partnership
*

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Angela Connolly

Client Partner

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Oliver Cross

Founding Partner, Senior Adviser

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Charlie Doran

Financial Planning Analyst

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Chris Gammon, CFA®, CFP®

Founding Partner, Senior Adviser

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Darby Garren

Senior Client Partner

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Justin Louis, CFP®

Adviser

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Dave Perkins, JD, CPA, CFP®

Principal, Senior Adviser

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Walker Shelton, CFP®

Adviser

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Holly Skipper

Founding Partner, COO, and CCO

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Bret Tagg, CPA, CFP®

Associate Adviser

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Austin Tilles

Investment Analyst

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