YOUR EXPERT TEAM


Your wealth management team is comprised of a dedicated team of expert advisors that collaborate directly with you. There is no middleman merely passing along information. Your team of advisors has the credentials of CFP®, CFA®, AWMA®, AIF®, CBEC® and MBA, all with years of experience working with high net worth individuals and families.

Brooks Slaughter, MBA, CFP®
Brooks Slaughter
MBA, CFP®
President & CEO
Darby Armont, MBA, CFA, CFP®
Darby Armont
MBA, CFA, CFP®
Executive Vice President and Corporate Secretary
Bob Tabor, AWMA®, AIF®
Bob Tabor
AWMA®, AIF®
Executive Vice President
Michele Nowell, AIF®
Michele Nowell
AIF®
Executive Vice President
Beth Chelton, CPA, CFP®
Beth Chelton
CPA, CFP®
Vice President of Operations
James Sherrard, CFA, CFP®
James Sherrard
CFA, CFP®
Vice President of Investments
Jana Hovey, MBA, CFP®
Jana Hovey
MBA, CFP®
Financial Planning Coordinator
Josh Gideon, MS, CFP®, CBEC®
Josh Gideon
MS, CFP®, CBEC®
Financial Planner and Business Development Specialist
Lafe Blobaum, CFP®
Lafe Blobaum
CFP®
Financial Planner
Chris Snyder, CFP®
Chris Snyder
CFP®
Financial Planner
Tanner Banister, CFP®
Tanner Banister
CFP®
Financial Planner
Jeremy Mocek, CFP®, APMA®
Jeremy Mocek
CFP®, APMA®
Financial Planner
Laura Martin, AIF®, WMS℠
Laura Martin
AIF®, WMS
Client Operations Manager
Liam Toohey, CFP®, AAMS®
Liam Toohey
CFP®, AAMS®
Investment Operations Analyst
Taron Black
Taron Black
Office and Events Manager
Chantel Nichols
Chantel Nichols
Client Operations Associate
Colin Higgins
Colin Higgins
Financial Paraplanner
Michele Newhouse
Michele Newhouse
Communications and Education Specialist
Barbara Slaughter
Barbara Slaughter
Founder, Managing Member
Kirsten Slaughter
Kirsten Slaughter
Corporate Vice President and Corporate Treasurer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.