Leadership team

Linton
Linton Burns
Advisor

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Brett Plant
Brett Plant
Director | CEO
Steve
Steve Waters
Director | COO
Matt Meehan
Matt Meehan
Director
Francis (2)
Francis Waddell
Director of Operations
Clint Felming
Clint Fleming
Financial Planning Practice Manager
Abbie
Abbie Buchholz
Director of Accounting
Margaret
Margaret Johnson
Director of Accounting
Clare Baker
Practice Manager
Jillian
Jillian Lean
Practice Manager
Rachellen
Rachelle Richards
Client Manager Bookkeeping
Bob
Bob Locke
Consultant
Stephen
Stephen Parcell
Consultant

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Phil
Phil Currey
Consultant