OUR TEAM

Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals.

David Pickler

David A. Pickler, Esq., CFP®, CPWA® , ChFC®, CDFA®

President & CEO

Katie Pickler

Katie Pickler

Vice President

Anne Borst

Anne Borst

Portfolio Reporting Coordinator

Melissa Skovdal

Melissa Skovdal

Sr. Client Services Administrator

Shelby Butterfield

Shelby Butterfield

Client Services Administrator

Robin Winsett

Robin Winsett

Client Services Administrator

Candace Montgomery

Candace Montgomery

Financial Planning Assistant

Cameron Spann

Cameron Spann

Chief Branding Officer

Cort Winsett

Cort Winsett, Esq., CFP®

Sr. Director of Operations

Charles Cossar

Charles Cossar

Office Manager

Luke Murrah

Luke Murrah

Receptionist