Our Team

Jeffery Townsend, CRPC®

Shawn Kelly, CRPC®

John Goltermann, CFA® CGMA®

Terri Thomas, CRPC®

Mark Thomas, CRPC®

Drew Hanna, CRPC®

Steve Carlisle, CFP®, CRPC®

Rick Harrison, CFP®

Drew Hayworth, CFA®

Sallie Diamond, JD, CPRC®

Tiffany Brown, CFP®, CRPC®

Jonathan Amick, CFP®

A.J. Holmes, CFP®

Kaitlin Bell, CFP®

Renee Michel

Kimberly Davis

Mia Kitner

Corinne Wytulka

Trish Frankel

April Jackson

Linda Addison

Christine Kaneta

Savanna Brown

Megan Gordon

Nato Francescato

David Francis
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Townsend & Associates, Inc. is engaged, or continues to be engaged, to provide investment advisory services.