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Team Devoted

Financial Advisors


Isaac Hartmann

CFP®, CFA®, CKA®
Managing Director
Financial Advisor

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Chad Jones

CFP®, D.B.A.
Financial Advisor

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William Slover

AIF®, CRPC®, CWS®
Vice President
Financial Advisor

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Thomas Bixby

CFP®
Vice President
Financial Advisor

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Terry Tolbert

CFP®
Vice President
Financial Advisor

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Noah Endicott

MBA, Financial Advisor
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Registered Client Service Associates

Heather Newell

Registered Client Service Associate
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Client Service Associate

Gina Reynolds

Client Service Associate
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Nicole Hiers

Client Service Associate
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