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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®

Jarrod Musick, CFP®

CEO / President / Client Wealth Strategist

Tiffany Charles

Tiffany Charles

Chief Growth Officer

Steve Musick, MSM, MSFS, MGS

Steve Musick, MSM, MSFS, MGS

Founder / Client Wealth Strategist

Tim Doyle, CFP®

Tim Doyle, CFP®

Chief Investment Officer

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Client Wealth Strategist

Megan Pecherek, CFP®

Megan Pecherek, CFP®

Client Wealth Planner

Alison Yoder, CFP®

Alison Yoder, CFP®

Client Wealth Coordinator

Tedi Seitz, Candidate for CFP®

Tedi Seitz, Candidate for CFP®

Client Wealth Coordinator

Evan Miller

Evan Miller

Client Service Associate

Mabel Pirner

Mabel Pirner

Chief Financial Officer

Erin O'Neill

Erin O'Neill

Chief Compliance Officer

Renee Khandelwal

Renee Khandelwal

Director of Operations

Destiny Greenleaf, CDMP

Destiny Greenleaf, CDMP

Marketing Coordinator