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Confirmation & Scheduling Team
Evan Fodness
Business Representative
We call him "Quick Draw" because he's usually pretty fast to call. Your phone may be ringing right now actually... (Unless it's late, then he'll call you in the morning)
Noah Coe
Business Representative
Mr. "Rapid Response" works together with Evan to make sure your scheduled appointments are never in doubt. (With a little grace for non-business hours, of course)
Ronda Mayes
FIT & Scheduling Supervisor
She supervises scheduling and makes sure that appointments don't overlap or get missed!
Advisor Team
Stephanie Fullerton
President and Co-Founder, Investment Advisor Representative
Steve Fullerton Sr.
Co-Founder, Investment Advisor Representative
Joshua Becker
Chief Operation Officer
Zach Tobey
Lead Advisor
Tyler Price
Lead Advisor
Elijah Gallardi
Wealth Advisor
Cindy Montana
Estate Planner
Dallas Fox
Lead Advisor
David M. Eldridge, CRPC®
Wealth Advisor
Matt Tobey
Investment Advisor Representative, Sr Director of Operations
Zach Overweg
Wealth Advisor
Leslie Winchester
Wealth Advisor
Matthew Zuccaro, MS, CFP®, CWS®
Senior Wealth Strategist
Trinity Grace
Wealth Advisor
Joshua Hollis
Service Advisor
Jacob Adams
Lead Advisor
Chase Barrett
Service Advisor
Luke Graybill
Service Advisor