Meet Our Team
TONY HIXON, CIMA®, RFC®
CEO, Co-Founder, Co-Portfolio Manager
JOSH ROBB, CFP®
Partner, Director of Wealth Management, CCO
Austin Wilson, CIMA®
Partner, Chief Investment Officer
Jessica Hinks, CFP®
Senior Wealth Advisor
JORDAN SHAW, CFP®
Wealth Advisor
Chase Rose
Associate Wealth Advisor
AMY YOUNG
Client Service Manager
Kelli Smith
Executive Assistant
Scott miller, cprc
Retirement Life Coach
ASHLEY VAN HORN
Marketing Coordinator
ANGELA MIDDLETON
Operations Specialist
HANNAH OTLEY
Administrative Assistant
JACK HEATER
Operations Assistant
Current Interns
MEGAN STALL
Finance Intern
