Meet the team

Our Associates

Put your future into focus today.

Working with Us

John G. Stevenson, Jr., JD, MBA, CIMA

Managing Director - Investments

    William G. Paxton, CRPC

    Managing Director - Investments

      David K. Janus, MBA, CFP

      Senior Financial Advisor

        Cindy Schulte

        Senior Client Associate

          Whitney Barnes

          Client Associate

            Taylor Wiemelt

            Client Associate

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