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, 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

Jennifer Bishop, MBA, CFP®, CRPC®
Client Wealth Planner

Charissa Stober
Executive Assistant