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Team Directory

PARTNERS

Scott Underwood

Founder and CEO

Michelle Magner RICP®, CLU®, ChFC®, CASL®

Partner

Tripp Kelly

Partner

Justin B. Boeving Sr.

Partner

ADVISORS

Adam Gilmore AWMA®

Chief Operating Officer

Adam Heath CFP®, CLU®, ChFC®, RICP®, AWMA®

Advisor

Bevan Gourley

Advisor

Sid Subramanyam

Advisor

Bill Robuck

Retirement Plan Specialist

Tommy OToole AWMA®

Advisor

Haig Kondayan MBA, CFP®

Wealth Management Advisor

Heather Stonebarger

Associate Financial Representative

CLIENT SERVICE

Emily Anderson

Client Service Representative

Jackie Ayala

Client Service Manager

Heather Foppe

Client Service Manager

Marlene Lupas

Client Service Manager

Kathy Mustain

Client Service Manager

Amanda Olson

Client Service Representative

PORTFOLIO MANAGEMENT

Justin Tate

Portfolio Manager

Daniel Trgovich CFA®

Director of Investments

William Cole

Research Analyst

Broc Losing AWMA®

Portfolio Manager

Walter Stubbings

Research Analyst

PLANNING

Joshua A. Milton CLTC®

Financial Planning Associate

Bethany Walmer

Financial Planning Assistant

OPERATIONS/ADMINISTRATION

Sarah Anderson

Executive Assistant

Stamo C. Georgiou

Business Manager

Jenny M. Meassick

Chief Marketing Officer

Maura Shaughnessy

Chief of Staff

Jordan Rea

Director of Human Resources

Adam Gilmore AWMA®

Chief Operating Officer

PJ McDaniel

Chief Growth Officer