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 JOE LYONS M.A., M.B.A., CFP® Chief Investment Officer Learn more CHRIS MARSH CFP® Chief Compliance Officer Learn more BRIA MORGAN Client Relationship Manager Learn more CAITLIN CARNES Client Services Manager Learn more KELSEY BEARDEN Client Services Coordinator Learn more LESLEY GARDUNO Client Services Administrator Learn more NATAI COLLINS Administrative Assistant & Property Manager Learn more SHELLY BARBER Paraplanner, FPQP® Learn more
