Meet Our Team

Our aim is always to be the 'keepers and protectors of our clients' lifestyles as they define them.


Erin T. Botsford, CFP®, CRPC
Kay Lynn Mayhue, CFP®, AEP®, RFC®
Allyson Bohannon, JD, CFP®
Relationship Manager/Estate Planning Coordinator
Blaine Malcolm, CFP®
Chief Advisory Officer
JP Pattinson, RFC®
Chief Operations Officer
Brad Cast, RFC®
Chief Financial Director
Zac Beckerley, CFP®
Director, Financial Services
Kyle Shores
Chief Investment Officer
Nate Cavender
Vice President, Client Relations
Lindsey Littleton
Director, Marketing and Public Relations
Chad Lange, CFP®
Relationship Manager
Jennifer C. Mann, CFP®, CDFA™
Manager, Insurance and Special Projects
Joey Beason
Relationship Manager
Tami Snider
LPL Registered Service Associate
Michelle Shields
Client Service Associate
Jenn Leigh
Public Relations Coordinator
Sara Benavides
Strategic Assistant
Susan Meghdadpour
Luann Hay
Administrative Assistant
Kim White
Accounting Manager
Contact Us

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