Our Team

Leadership Team

Steve Hutchinson

CEO/Chief Investment Officer

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Sherry W. Campbell, CFP®, CDFA®


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Amy N. Conley, CWS®

Chief Operations Officer

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Ashley Madden, CFP, CPA

Director of Financial Planning Services

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Todd R. Walker

Senior Portfolio Manager

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Bonnie Bowen, CPA/ABV, CFA

Director of Valuation Services

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Support Team

Sarah Warnstaff

Director of Client Relations

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Susie Harris

Director of First Impressions

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Lindsey Weeks

Divorce Wealth Strategies

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