Meet Our Team

Craig Wear, CFP®

Founder / CEO

 

Kyle Buffo, CFP® 

Rothology Specialist

Ted Irwin, CFP®

Rothology Specialist

Derrick DeHays, CFP®

Rothology Specialist

Brittany Motley

Director of Operations

Chris Wills

 Media Manager




Cheyenne Stapleton

 Client Outreach