Our Team

Crystal Arnold

Crystal Arnold

Retirement Plan Advisor

Emmy Bellingrath, CPA, CFP®

Emmy Bellingrath, CPA, CFP®

Retirement Plan Advisor

Tom Coulter

Tom Coulter

President & Founder

Will Coulter, CPA, CFP®

Will Coulter, CPA, CFP®

Vice President

Vickie Elam

Vickie Elam

Operations Specialist

Renée Maggart, CPA

Renée Maggart, CPA

VP Operations

Mary Miller

Mary Miller

Retirement Plan Advisor

Lisa Morgan, CEBS

Lisa Morgan, CEBS

VP Retirement Plan Services

Barbara Parrish, CFP®

Barbara Parrish, CFP®

Retirement Plan Advisor

Jenell Shaddix

Jenell Shaddix

Operations Supervisor

Jen Steffens, CFP®

Jen Steffens, CFP®

Director of Client Services

Ashley Thomas, CFP®

Ashley Thomas, CFP®

Retirement Plan advisor & Financial Planner

Lisa Wade

Lisa Wade

Senior Retirement Plan Specialist

Angie Waggoner

Angie Waggoner

Operations Specialist

Susanne White, CPA

Susanne White, CPA

VP Retirement Plan Design

Dave Zandstra, CFA

Dave Zandstra, CFA

Chief Investment Officer