Our Team

 
  • Ron Moody, CFP®, CRPC®

    Ron Moody, CFP®, CRPC®

    President - Managing Principal

  • Richard D. Gregory

    Richard D. Gregory

    Chief Compliance Officer - Financial Advisor

  • Jonathan Hornsby CFP®, CRPC®, MBA

    Jonathan Hornsby CFP®, CRPC®, MBA

    Senior Wealth Consultant - Director of Financial Planning

  • Amanda Carlisle

    Amanda Carlisle

    Administrative Assistant

  • Tara Hannah

    Tara Hannah

    Operations Manager