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, CRPC®
Tiffany Brown, CFP®, CRPC®
Jonathan Amick, CFP®
Grace O’Mara, CFP®, CRPC®
A.J. Holmes, CFP®
Kaitlin Bell, CFP®
Renee Michel
Kimberly Davis
Mia Kitner
Marah Quinonez-Dominguez
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.