Experts are behind every choice we make.

Meet the Team

Our team brings several years of experience driving our unique planning approach and investment philosophy. With the ability to bring unique expertise, a personalized approach and collaborative spirit to the table, our exceptional team assures clients benefit over the long term.

Scott Voigt, CFA, CPA, CFP®

Partner, Financial Advisor

Thad Gilliam, CFA, CFP®

Partner, Financial Advisor

Taylor Stanfill, CFP®

Partner, Financial Advisor

Robert Noles

Operations Manager

Peg Spicknall

Client Service Assistant