Our Team

 
  • Ron Moody, CFP®, CRPC®

    Ron Moody, CFP®, CRPC®

    President - Managing Principal

  • Jill Stephenson, Financial Paraplanner Qualified Professional

    Jill Stephenson, Financial Paraplanner Qualified Professional

    Director of Operations

  • Bob Vasile

    Bob Vasile

    Financial Advisor

  • 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