Associates

 

  • Shawn Clark

    Managing Partner | Financial Advisor

  • Brad Fisher

    Senior Financial Planner

  • Steve Giacobbe, CFA, CFP®

    Managing Partner | Chief Investment Officer

  • Misty Malone

    Operations | Office Manager

  • Mick Miller

    West Unified Communications | Director of Client Services

  • Tracey Morris

    Tracey Morris Strategies | Consultant

  • Lynda Wilcox

    Goldwater Bank | Branch Manager