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Our Team

Our Leadership

wortham-taylor

J. Taylor Wortham

President & Partner

Bradley J. Bower CFP® President, Chief Executive Officer

Bradley J. Bower

CFP®

Founding Partner

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Alex Beale

CFP®, JD, MBA

Partner

alley-brandon

Brandon M. Alley

CPRS™

Partner

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Dolores M. Walker

Chief Administration Officer

Our Advisors

Charles R. Harr CFP® Financial Advisor

Charles R. Harr

CFP®

Financial Advisor

bolton-laura

Laura L. Bolton

Financial Advisor

Adam K. Brock CFP® Financial Advisor

Adam K. Brock

CFP®

Financial Advisor

monson-jeff

Jeffrey J. Monson

CFP®

Financial Advisor

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Andrew B. Ellis

CPA, CFA, CFP®

Financial Advisor

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Brandon C. Smith

CFP®

Financial Advisor

Palamar Head shot

Dave Palamar

Financial Advisor

Aaron Buck

CFP®

Financial Advisor

walker-amy

Amy L. Walker

CFP®

Associate Advisor

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Grant Murphy

CFP®

Associate Advisor

Our Staff

Connie L. Coffey Executive Assistant

Connie L. Coffey

Client Service Associate

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Kathryn M. Scarbrough

Client Services Manager

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Lara E. Burn

Front Office & Event Coordinator

Brenda Miller Executive Assistant

Brenda Miller

Client Service Associate

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Renée Betz

Client Service Associate

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Jessica Cassle

Client Service Associate

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Haley Glodjajic

Client Service Associate

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Carol Ann Travis

Client Service Associate

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