Meet Our Team
We work day in and out to help ensure that others are able to live abundantly and make the most of their opportunities. This passion drives all that we do. As a collaborative team of dedicated professionals, we’ve intentionally structured our firm to foster the realization of our vision.
Jarrod Musick, CFP®
CEO / President / Client Wealth Strategist
Tiffany Charles
Chief Growth Officer
Steve Musick, MSM, MSFS, MGS
Founder / Client Wealth Strategist
Tim Doyle, CFP®
Chief Investment Officer
Aaron Leatherwood, CPA, CFP®, CWS®, MS
Client Wealth Strategist
Megan Pecherek, CFP®
Client Wealth Strategist
Alison Yoder, CFP®
Client Wealth Coordinator
Tedi Seitz, Candidate for CFP®
Senior Client Wealth Coordinator
Evan Miller
Client Service Associate
Mabel Pirner
Chief Financial Officer
Erin O'Neill
Chief Compliance Officer
Renee Khandelwal
Director of Operations