Our Team

 

  • Kathy Angi

    Data Account Manager

  • Denise Bancroft

    Client Associate

  • Austin Briggs

    LPL Financial Advisor

  • Marla Campbell

    Client Account Manager

  • Dr. John Colegrove, CFP®

    CEO

  • Ethan Lowman

    Planning Assistant

  • Teresa Shaffer

    Operations Director