Our Team
Steven R. Goodman, CPA, CFP®
President
Robin R. Kollannur, CFA
Chief Investment Officer
Lisa A. Francia, CPA
Chief Financial Officer
Morgann Zimmer, CFP®
Director of Financial Advisory Services
Wade D. Egmon, CPA, CFP®
Senior Financial Advisor
Paul E. Palmer, Jr., CFP®
Senior Financial Advisor
Diana Castro, CPA, CFP®
Senior Financial Advisor
Hunter Coday, CFP®
Senior Financial Advisor
Antonio Castillo, CFP®
Associate Advisor
Albert P. Wagner V, CPA
Associate Advisor
Jake Haverly, CFP®
Associate Advisor
Anna P. Ceker
Financial Planner
Isabella Gomez
Financial Planner
Ben McCue, CFA
Associate Portfolio Manager
Michael Hariprashad
Senior Analyst/Trader
John Ross, MBA
Director of Business Development
James Hadaway
Chief Compliance Officer
Joni Eggleston, CPA
Compliance Manager
Cameron Malott
Senior Operations Manager
Austin Buchala
Senior Operations & Technology Specialist
Aschella Davis
Client Service Specialist
Jordan Diemer
Accounting and Finance Specialist
Bonita Harden-Lair, SHRM-CP
Employee Engagement & Administrative Coordinator
Sari Altman
Executive Assistant
Mashal Lakhani, MBA
Director of Marketing & Communications
Meet Our Dedicated Team
Start a conversation below and learn how our experienced team can make a positive impact in your life.