Our Team

Partners

Todd

Todd Schwartz, CFP®

Founding Partner

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Garner Mabry IV

Founding Partner

Randy Sauer, CRPC®

Financial Advisor Partner

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Scott Garcia

Financial Advisor Partner

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Olivia Sebastian

Financial Advisor Partner

Bobby Foster

Bobby Foster, CFP®

Financial Advisor Partner

Bill

Bill Mead

Financial Advisor Partner

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Alan Riesenberg

Financial Advisor Partner

Sean O'neill, CFP®

Financial Advisor Partner

Bobby Foster

Bobby Foster,CFP®

Financial Advisor Partner

Bill

Bill Mead

Financial Advisor Partner

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Alan Riesenberg

Financial Advisor Partner

Specialty Services

Jake Graefe

Jake Graefe

Sr. Paraplanner &
Associate Financial Advisor

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Karch Schwartz

Sr. Paraplanner &
Associate Financial Advisor

Dan Roeske

Tailormade

Clint Sorenson

Co-Founder, WealthShield

Service Professionals

Jamie Alexander_x

Jamie Alexander

Sr. Registered Client Service Associate

Brandy Lancaster_x

Brandy Lancaster

Sr. Registered Client Service Associate

Kallee Tucker

Client Service Associate

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Dana Gutierrez

Client Service Associate

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Francine Biscardi Ciancio

Client Service Associate

Erica New

Erica Mabry

Director of Special Projects