Wealth Management and Financial Planning
Estate & Business Succession Planning
Stan Barnes – CFP®, CLU, AIF
Eddie Hatch – CFP®, AIF
Marketing and Communication, 401k Strategy, & Financial Advisor
Mary Kathryn (Kate) Clark – CFP®, AIF
Wealth Management, Investment Strategy & Alternatives, Financial Advisor
CFO, Director of Individual Life Insurance, Disability, & Long-term care.