Group: Our Team
Jeffery Townsend, CRPC®
CEO and Financial Advisor
Shawn Kelly, CRPC®
President – Chief Operating and Financial Officer
John Goltermann, CFA® CGMA®
Senior Vice President and Chief Investment Officer
Terri Thomas, CRPC®
Senior Vice President and Financial Advisor
Mark Thomas, CRPC®
Financial Advisor
Drew Hanna, CRPC®
Financial Advisor
Steve Carlisle, CFP®, CRPC®
Financial Advisor
Rick Harrison, CFP®
Financial Advisor
Drew Hayworth, CFA®
Lead Financial Analyst
Sallie Diamond, JD, CPRC®
Legacy Planner & Retirement Coach