Team Photos & Bios

Andrew Dodds, CFP®<p><a><em>Founder & CEO</a></em>

Andrew Dodds, CFP®

Founder & CEO

Michael Dodds, MBA, CFP®<p><a><em>President & Financial Advisor</em></a>

Michael Dodds, MBA, CFP®

President & Financial Advisor

Deanna Meyer<p><a><em>Partner & Financial Advisor</a></em>

Deanna Meyer

Partner & Financial Advisor

Brennan Pate, CFP®<p><a><em>Partner & Financial Advisor</a></em>

Brennan Pate, CFP®

Partner & Financial Advisor

Dean Norsworthy, CFP®<br><em><a>Partner & Financial Advisor</em></a>

Dean Norsworthy, CFP®
Partner & Financial Advisor

Brent Lee<a><em><br>Partner & COO</em></a>

Brent Lee
Partner & COO

Brian Flynn<em><a><br>Director of Tax Planning</em></a>

Brian Flynn
Director of Tax Planning

Brittany Cummins
People & Ops Manager

Lisa Elms<p><a><em>Client Relationship Manager</em></a>

Lisa Elms

Client Relationship Manager

Nick Nielsen<p><a><em>Operations Associate</em></a>

Nick Nielsen

Operations Associate

Matt Merten
Operations Associate

Natalie Ford
Associate Advisor

James Sheridan
Paraplanner

May Dodds, MBA<em><a><br>Business Manager</em></a>

May Dodds, MBA
Business Manager

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Andrew Dodds, CFP®<p><a><em>Founder & CEO</a></em>

Michael Dodds, MBA, CFP®<p><a><em>President & Financial Advisor</em></a>

Deanna Meyer<p><a><em>Partner & Financial Advisor</a></em>

Brennan Pate, CFP®<p><a><em>Partner & Financial Advisor</a></em>

Dean Norsworthy, CFP®<br><em><a>Partner & Financial Advisor</em></a>

Brent Lee<a><em><br>Partner & COO</em></a>

Brian Flynn<em><a><br>Director of Tax Planning</em></a>

Lisa Elms<p><a><em>Client Relationship Manager</em></a>

Nick Nielsen<p><a><em>Operations Associate</em></a>

May Dodds, MBA<em><a><br>Business Manager</em></a>