Meet Our Team

Kyle Noack, CPA, CFP®

Kyle Noack, CPA, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

David Faskas, CFA, CFP®

David Faskas, CFA, CFP®

Sara Potts, CFP®

Sara Potts, CFP®

Beth Koonce, CFP®

Beth Koonce, CFP®

Chris Laughhunn, CPA, CFP®

Chris Laughhunn, CPA, CFP®

Hannah Gohmert, CFP®, IACCP®

Hannah Gohmert, CFP®, IACCP®

Sarah Nix, CFP®

Sarah Nix, CFP®

Phyllis Keller, MBA

Phyllis Keller, MBA

Doris Boyd, CPA

Doris Boyd, CPA

Emily Parker

Emily Parker

Brenda Hermes

Brenda Hermes

Kelly Villafranca

Kelly Villafranca

Connect With Us

Reach out to learn more about us or to set up a free consultation