Skip to Main Content
Schwab
eMoney
Form CRS
About Us
Our Team
Philosophy
Our Services
Individual Services
Institutional Services
Foundation Management
Our Insights
Get in Touch
Our Team
Contact Us
Our Leadership
J. Taylor Wortham
President & Partner
View Bio
Bradley J. Bower
CFP®
Founding Partner
View Bio
Alex Beale
CFP®, JD, MBA
Partner
View Bio
Brandon M. Alley
CPRS™
Partner
View Bio
Dolores M. Walker
Chief Administration Officer
View Bio
Our Advisors
Charles R. Harr
CFP®
Financial Advisor
View Bio
Laura L. Bolton
Financial Advisor
View Bio
Adam K. Brock
CFP®
Financial Advisor
View Bio
Jeffrey J. Monson
CFP®
Financial Advisor
View Bio
Andrew B. Ellis
CPA, CFA, CFP®
Financial Advisor
View Bio
Robert E. Scurlock
Financial Advisor
View Bio
Brandon C. Smith
CFP®
Financial Advisor
View Bio
Dave Palamar
Financial Advisor
View Bio
Aaron Buck
CFP®
Financial Advisor
View Bio
Amy L. Walker
Associate Advisor
View Bio
Our Staff
Connie L. Coffey
Client Service Associate
View Bio
Kathryn M. Scarbrough
Client Services Manager
View Bio
Lara E. Burn
Front Office & Event Coordinator
View Bio
Brenda Miller
Client Service Associate
View Bio
Renée Betz
Client Service Associate
View Bio
Grant Murphy
Paraplanner
View Bio
Jessica Cassle
Client Service Associate
View Bio
