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, Client Advisor
Amy Drinkard, AWMA®
Partner, Client Advisor
Tyler Decker, AWMA®
Senior Associate, Client Advisor