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Team photo

Our team is comprised of passionate, experienced, and specialized individuals curated to serve clients who dream as big as we do.

We approach financial planning as a team, with every perspective helping us build a stronger plan with better outcomes for our clients. When you work with one of us, you're working with all of us.

IMPLEMENTATION

Jennifer Cothern

Director of Insurance Operations and Services

Parks Barnhardt CFA®

Investment Operations Associate

PLANNING

Davis Dunn

Planning Assistant

Kathryn Harclerode

Planning Assistant