Team Members RANDY BARKLEY CFP® Founder & Chief Growth Officer Learn more JEREMIAH J. LEE J.D., CFP® Principal & Chief Executive Officer Learn more LAURA LEE M.B.A. Principal & Advisor Learn more CAITLIN CARNES Client Services Manager Learn more CHRIS MARSH CFP® Chief Compliance Officer Learn more BRIA MORGAN Client Relationship Manager Learn more JOE LYONS M.A., M.B.A., CFP® Founder & Asset Manager Learn more NATAI COLLINS Administrative Assistant & Property Manager Learn more LESLEY GARDUNO M.B.A. Central Planner Learn more JANETTE RITZ Client Services Administrator Learn more SHELLY BARBER Paraplanner, FPQP® Learn more
