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Team Devoted

When you do well, we do well, empowering us both to be generous, blessing those around us and our broader community. Our blend of culture, values, credentials, and experience uniquely suits this endeavor.

Learn more about Team Devoted.

For you. Generous together.


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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