OUR TEAM
Principals
- John Henry McDonald CFP®, CLU, ChFC®, Founder & Chairman of the Board
- W. Eric Hehman CFP®, Chief Executive Officer
- Greg S. Van Wyk CFP®, Executive Vice President
- Jonathan D. Davison CFP®, Director-Wealth Management
- Tasha Barlow CFP®, Associate-Wealth Planning
- James B. Coffman CPA, CFA, CFP®, Manager-Wealth Planning
- Rachel Hurley Associate-Operations
- Jamie Ileks Associate-Wealth Planning
- Jim Kerr CFP®, EA, CLU®, Manager-Wealth Planning
- MaryBeth C. Meyer, CFP®, Sr. Associate-Wealth Planning
- Kenneth Price CFP®, ChFC®, CLU®, Manager-Wealth Planning & Chief Compliance Officer
- Elizabeth Pyeatt Sr. Associate-Wealth Planning & Marketing Coordinator
- Rachel Roth Sr. Associate-Operations
- Jeanne Smith Office Manager
- Alexander B. Yeager CFP®, Manager-Wealth Management
Advisory Committee