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® 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
Bob Tabor, AWMA®, AIF®
Bob Tabor
AWMA®, AIF®
Executive Vice President
Michele Nowell, AIF®
Michele Nowell
AIF®
Executive Vice President
Jana Hovey, MBA, CFP®
Jana Hovey
MBA, CFP®
Financial Planning Coordinator
Josh Gideon, CFP®, AWMA®, AAMS®
Josh Gideon
CFP®, AWMA®, AAMS®
Financial Planner
Chris Snyder, CFP®
Chris Snyder
CFP®
Financial Planner
Lafe Blobaum
Lafe Blobaum
Associate Financial Planner
James Sherrard, CFP®, AIF®
James Sherrard
CFP®, AIF®
Investment Analyst and Technology Strategist
Laura Martin, AIF®, WMS℠
Laura Martin
AIF®, WMS
Operations and Client Service Specialist
Kim Breedlove
Kim Breedlove
Office Manager
Liam Toohey
Liam Toohey
Financial Client Service Associate
Beth Chelton, CPA, CFP®
Beth Chelton
CPA, CFP®
Senior Compliance and Project Specialist
Virginia Malavé Pañeda, CFP®, AIF®
Virginia Malavé Pañeda
CFP®, AIF®
Special Consultant
Michele Newhouse
Michele Newhouse
Communications and Education Specialist
Barbara Slaughter
Barbara Slaughter
Corporate Secretary
Kirsten Slaughter
Kirsten Slaughter
Corporate Vice President

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.