Our Staff
Elaine Bedel
CFP®, President
Sue Coker
Office Manager
Amy K. House
Administrative Assistant
Cassi Vanderpool
Client Relations Specialist
Meredith Carbrey
CFP®, Wealth Planning Specialist
Kathryn J. Hower
CFP®, Wealth Advisor
Ryan Collier
Portfolio Manager
Charlotte Lippert, CFA
Portfolio Manager
Julie Walker
Operations Specialist
William J. Wendling, CFA
Portfolio Manager
