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Get to Know Us

Michael Littledike

President & Founder

Optimist, Leader, Passionate

Cassie Myers

Partner, Operations

Personable, Ambitious, Problem Solver

Tyler Williamson

Partner, Wealth Advisor

Sincere, Trustworthy, Wise

Zacc Call, CFP ®️

Partner, Wealth Advisor

Analytical, Innovative, Spreadsheet Enthusiast

Bart Wagstaff, CFP ®️

Wealth Advisor

Meticulous, Goal-Oriented, Thoughtful

Kelsey Dent

Client Relationship Manager

Dependable, Detailed, Clear Communicator

Matt Johns

Wealth Advisor

Friendly, Energetic, Knowledgeable

Jayson McGinnis

Wealth Advisor

Supportive, Patient, Relatable

Luke Allen, CFP ®️

Chief Compliance Officer

Insightful, Serviceable, Approachable

Terri Flint, PhD, LCSW

Wellness Consultant

Compassionate, Receptive, Encouraging

Josh Scott

Client Service Specialist

Inquisitive, Cordial, Responsive

Calli Case

Client Service Specialist

Deliberate, Determined, Mindful

Laura Wilcox

Client Support

Talented, Go-Getter, Proficient

Kaitlin Pulver

Client Support

Positive, Resourceful, Organized

Tyler Schenk

Client Service Specialist

Positive, Resourceful, Organized

Rylie McClellan

Client Support

Talented, Go-Getter, Proficient