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

Specialty Services

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Kevin Graefe

Vice President, Practice Synergy and Growth, Concurrent

Dan Roeske

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Clint Sorenson

Co-Founder, WealthShield

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Karch Schwartz

Sr. Paraplanner & Associate Financial Advisor

Jake Graefe

Jake Graefe

Sr. Paraplanner &
Associate Financial Advisor

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Grant McGinty

Sr. Paraplanner

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Andrew Manna

Paraplanner

Service Professionals

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Jamie Alexander

Sr. Registered Client Service Associate

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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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Erica Mabry

Director of Special Projects