Our Team

JEFF JAWORSKI CFP®, CKA®

Managing Partner, Co-Founder, Financial Planner

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JENNY EWING

Operations Manager

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MELISSA FIGEAC-NANEZ

CCO and Director of Operations

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GEOFF HUBER CFP®, CHFC®, CLU®, CKA®

Partner, Retirement Plans

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SARA VAN DER WEIDE

Client Service Associate

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ROBERT A. SPARROW CFP®, CKA®

Partner, Financial Planner

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SYDNEY KINCAID

Retirement Plan Associate

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BOB CREW CFP®, CFA, CKA®, MBA

Partner, Financial Planner

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ANYA GROVENBURG CRPS™, MBA

Retirement Plan Specialist

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REBECCA WESTVEER

Portfolio Administrator

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JACOB KAPLAN

Portfolio Trader

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THOMAS ELMS CFP®, EA, SE-AWMA™

Financial Life Planner

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WHITNEY ARMSTRONG

Portfolio Administrator

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ANNE WINSHIP

Client Service Associate

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JUSTIN HICKS CFP®, CKA®, MBA

Financial Planner

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KRISTEN PARROTT

Client Service Associate

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BRYCE MILLER

Portfolio Trader

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TINA MULLINIX

Client Care Specialist

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ELIZABETH BICKLEY

Insurance Associate

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JULIANA SAWYER

Director of First Impressions

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JOHN SCHERSCHLIGT

Retirement Plans Associate

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RECE DAWSON

Analyst

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JIM MULLINIX CHFC®, CLU, CKA®

Managing Partner Emeritus, C0-Founder

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