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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Todd R. Walker

Senior Portfolio Manager

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Bonnie Bowen, CPA/ABV, CFA

Director of Taxation & Valuation Services

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Gary Cepnick

Senior Wealth Planning Advisor

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Troy Campbell

Strategic Business Advisor/Divorce Wealth Strategies Case Manager

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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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