Our Associates

 
  • Timothy L. Johnston

    President and Founding Member, 2002

  • Betsy Yeo

    Director of Business Resources and Strategic Planning, Chief of Staff

  • Andrew Moulton, MBA, CRPC

    Vice President

  • Timothy A. Johnston

    Vice President

  • Emmanuel Harris, MBA, EA, CEP

    Vice President

  • Sara Kimmel

    Director of Marketing and Client Services

  • Tony Harris

    Independent Sales Associate

  • Carla Adkins

    Director of Client Services

  • Cresta Clawson

    Financial Advisor

  • Gino Cox

    Financial Advisor

  • Kim Sherfick

    Director of Marketing and Client Services

  • Karrie Schlegel

    Director of Marketing and Client Services

  • Dave Jongleux

    CPA, Agent