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Our Team

To learn more about our qualified firm, please click on the bios below.

Mike Kavanagh CFP®

Wealth Management Advisor

Chip Dotson CFP®

Wealth Management Advisor

Denny Fulk CFP®

Wealth Management Advisor

Matthew Erbacher

Financial Advisor

Ryan Kavanagh

Financial Advisor

Michael Kramer CFP®, RICP®

Director of Investments and Planning

Kenny Hiatt

Investment Operations Associate

Stephanie Mechutan

Client Service Representative

Thomas T Lawson CLU®, CFP®, ChFC®

Director of Planning

Madeline McGinn

Director of Insurance and Operations

Lorianne Montsinger

Retirement Plan Service Associate

Maddie Woodie

Operations Assistant