meet OUR TEAM


WM. STUART WOOD, CFP®
Founder & CEO | Partner | Financial Advisor

CHRISTOPHER A. TAYLOR, CFP®, BFA™
President | Partner | Financial Advisor

BRANDI N. BOLDEN
Vice-President, Operations | Partner

JOHN T. (SKIP) GARMANY, JR., CRPC®
Financial Advisor

JOSIAH MCDANIEL, CFP®
Financial Advisor

JOHN “CONNOR” KRATZERT
Paraplanner

TABITHA WARD
Operations Assistant

NOAH WOOD
Paraplanner

KATHY LEMING (RETIRED)
Operations Assistant