Team Members RANDY BARKLEY CFP® Founder & Advisor Learn more JEREMIAH J. LEE J.D., CFP® Chief Executive Officer & Advisor Learn more LAURA LEE M.B.A., CFP® President & Advisor Learn more CAITLIN CARNES Client Services Manager Learn more CHRIS MARSH CFP® Director of Operations Learn more BRIA MORGAN Client Relationship Manager Learn more JOE LYONS M.A., M.B.A., CFP® Founder & Asset Manager Learn more LESLEY HERNANDEZ M.B.A. Central Planner Learn more JACK CLARKE III M.B.A. Client Services Administrator Learn more NATAI COLLINS Administrative Assistant & Property Manager Learn more ALLISON LOPEZ M.A. Customer Experience Coordinator Learn more JANETTE RITZ Client Services Administrator Learn more SHELLY BARBER Paraplanner, FPQP® Learn more
