Experts are behind every choice we make.

Meet the Team

As fee-only advisors, our team brings years of experience to your financial life, without the conflict of interest that traditional brokers face.  Our team brings unique expertise, a personalized approach and collaborative spirit to the table, ensuring that 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