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PLANNING TEAM

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Joey Kritchell

Wealth Coordinator

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Charles Scheipeter

Wealth Coordinator

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Melissa Sims, CLU®

Wealth Coordinator Manager

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Christina Shockley, JD, CFP®

Partner, Chief Planning Officer & Wealth Advisor

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Muhammad "Mo" Khalid, MSF

Wealth Coordinator

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Brandon Laxton, CFP®

Wealth Planner

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Nina Breen, CFP®, RICP®

Wealth Planner

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Jared Freese, CFP®, CLU®, CEPA, ChFC®

Wealth Advisor Manager

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Cole Milam, CFP®, MBA

Wealth Planner Manager

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Jake Klarman, MBA

Wealth Coordinator

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Clint Clemons, CFP®

Wealth Planner

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Micah Alsobrook, CPFA®, MBA

Retirement Plan
Consultant

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