Our Team


Leadership Team


Steve Hutchinson

CEO/Chief Investment Officer

Learn More »

Sherry W. Campbell, CFP®, CDFA®

President

Learn More »

Amy N. Conley, CWS®

Chief Operations Officer

Learn More »

Todd R. Walker

Senior Portfolio Manager

Learn More »

Bonnie Bowen, CPA/ABV, CFA

Director of Taxation & Valuation Services

Learn More »

Gary Cepnick

Senior Wealth Planning Advisor

Learn More »

Troy Campbell

Strategic Business Advisor/Divorce Wealth Strategies Case Manager

Learn More »

Support Team


Melissa Yetter

Marketing & Communications Director

Learn More »

Sarah Warnstaff

Concierge Services

Learn More »

Terri Coons

Operations Manager

Learn More »

Susie Harris

Director of First Impressions

Learn More »