Wealth Management Team
Brant Spesshardt
CFP®, CKA®, CTS™
President | Founder
Amy Welborn
CFP®, CKA®, AAMS®, BFA™
Vice President | Wealth Manager
Dennis Bohm
CFP®, CKA®, BFA™, CTS™
Director of Wealth Management | Wealth Manager
Graham Burke
CFP®, CKA®, BFA™
Wealth Manager
Brooke Seybuck
CFP®, CKA®, CTS™, CRPS™
Wealth Manager
N. Alex Townsend, III
MBA, CKA®, CLTC®
Wealth Manager
Shay Pond
CFP®, CKA®
Wealth Manager
Leah Lemos
First Impressions Coordinator