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
Founder / Retired
Tim Doyle, CFP®
Chief Investment Officer
Jennifer Bishop, MBA, CFP®, CRPC®
Client Wealth Strategist
Megan Pecherek, CFP®
Client Wealth Strategist
Alison Yoder, CFP®
Client Wealth Coordinator
Tedi Hughes, CFP®
Senior Client Wealth Coordinator
Evan Miller
Client Wealth Coordinator
Mabel Pirner
Chief Financial Officer
Erin O'Neill
Chief Compliance Officer
Renee Khandelwal
Employee Experience & Tech Curator
Charissa Stober
Executive Assistant
Calli McKenna
Client Wealth Coordinator
Adam Burch, CFP®️
Client Wealth Strategist
Adam Warren, CFP®️
Senior Client Wealth Coordinator