James E. “Jim” Pearman, JR., CPA/PFS, CFP®

Founder/Senior Financial Planner

Pamela “Pam” D. Poldiak, CPA, CFP®

Founder/Senior Financial Planner

Richard “Rich” K. Bryan, CFP®

Shareholder/Senior Financial Planner

Todd D. Dalton, EA

Associate Financial Planner

Christopher “Chris” W. Bishop, CFP®

Financial Planner

Stephen Bain, CFP®

Financial Planner

Nikie A. Christy, RP®

Financial Planning Analyst

Cheryl Wilson, CPA

Senior Accountant and Database Administrator

Ruth Keeling

Client Services Associate

Sandy Jaeger

Client Services Manager