Meet Our Team

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EXECUTIVE TEAM

Michael Graham
Michael Graham
CFP®, President
Nathan White
Nathan White
AIF®, Chief Financial Officer
Cassie Taraboletti
Cassie Taraboletti
CFP®, Chief Operations Officer
Jeffrey Weber
Jeffrey Weber
CLU®, ChFC®, RICP®, Chief Compliance Officer

BUSINESS DEVELOPMENT & ENRICHMENT TEAM

Jim Motteler
Jim Motteler
Director of Business Development
Justin Mikenas
Justin Mikenas
Director of Recruitment
Natalie Livingston
Natalie Livingston
Communications Director
Hallie Hedinger
Hallie Hedinger
Creative Associate

COMPLIANCE & STANDARDS TEAM

Andrew Reed
Andrew Reed
Compliance Officer
Kim Wohlford
Kim Wohlford
Compliance Officer
Maya Valdez
Maya Valdez
Compliance Associate

OPERATIONS & EXPERIENCE TEAM

Troy Martina
Troy Martina
Operations Manager
Michael DeWalt
Michael DeWalt
Service Coordinator
Lexxie Hiatt
Lexxie Hiatt
Service Coordinator
Austin VanLaningham
Austin VanLaningham
Service Coordinator
Chelsea Britton
Chelsea Britton
Operations Associate

ADDITIONAL IMPORTANT TEAM MEMBERS

Cal Lyons
Cal Lyons
Vice President of Charitable Giving Services
Michael Doublin
Michael Doublin
Comptroller
John Graham
John Graham
CLU®, Partner