OUR TEAM
Our team leverages decades of collective wealth management experience to provide solutions for our clients. We are driven to provide reliable, steadfast support for our clients on every step of their journey.
Meet The Team
Taylor Hart, CFP®, CPFA®
Partner, President
Mimi Dunn, AWMA®
Partner, Head of Operations
Amy Drinkard, AWMA®
Partner, Client Advisor
Tyler Decker, AWMA®
Senior Associate, Client Advisor
Amy Lanier
VP of Client Relations
Charlie Teague
Investment & Financial Planning Analyst
Hunter Dunn
Financial Planning & Investment Associate