Meet Our Team

Thomas Lane Keller, CPA/PFS, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

Kyle Noack, CPA, CFP®

Kyle Noack, CPA, CFP®

David Faskas, CFA, CFP®

David Faskas, CFA, CFP®

Sara Potts, CFP®

Sara Potts, CFP®

Beth Koonce, CFP®

Beth Koonce, CFP®

Hannah Gohmert, CFP®, IACCP®

Hannah Gohmert, CFP®, IACCP®

Chris Laughhunn, CPA, CFP®

Chris Laughhunn, CPA, CFP®

Adam Baucom, CPA, CFP®

Adam Baucom, CPA, CFP®

Phyllis Keller, MBA

Phyllis Keller, MBA

Doris Boyd, CPA

Doris Boyd, CPA

Emily Parker

Emily Parker

Connect With Us

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