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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.

For you. Generous together.

 

Learn More About Team Devoted

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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Wealth Associate

Heather Newell

Wealth Associate
FPQP™️
CRPS®

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Registered Client Service Associate

Gina Reynolds

Registered Client Service Associate View Profile

Client Service Associate

Brooke Endicott

Client Service Associate View Profile