Our Team

David H. Diesslin, CFP®, MBA
Founder & Chairman
Norman R. (“Rocky”) Farr, CFP®, EA, ATA
Principal, Managing Director, Relationship Manager
Shawn L. Gray
Principal, Chief Compliance Officer, Chief Technology Officer
Scott B. Reasor
Relationship Manager, Senior Portfolio Manager
Sherry L. Redden, FPQP™
Client Services Director
Mark M. Michel, CFA, MBA
Chief Investment Officer, Portfolio Manager
Angela L. Woodson
Client Services Associate
Olivia F. Partin
Financial Planner
Luke Hockett, MBA
Portfolio Manager
Tristyn L. Williams
Asset Management Associate
Stephanie A. Dacanay
Client Services Associate
Edie C. Peplinski
Senior Executive Assistant
Natalie Georgen
Financial Planning Associate
Meggan Jamison
Compliance Associate