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LEADERSHIP TEAM

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John Gatewood, CFP®, CLU®

Founder & Business Development Officer

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Daniel Goeddel, MBA

Partner, Chief Operating Officer & Wealth Advisor

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Brian McGeehon, MAcc, CFA®, CLU®

Partner, Chief Financial Officer & Wealth Advisor

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Christina Shockley, JD, CFP®

Partner, Chief Planning Officer & Wealth Advisor

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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®

Chief Executive Officer, Partner

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Christopher Arends, CFA®, CMT®, CAIA®

Chief Investment Officer

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Clayton Feldman, CFA®

Director of Operations

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