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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, MS, MPAS®, CSRIC®

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

Luke Murrah

Luke Murrah

Reception / Financial Planning Coordinator

Cameron Spann

Cameron Spann

Chief Branding Officer

Nicole Ellis

Nicole Ellis

Marketing Specialist

Cort Winsett

Cort Winsett, Esq., CFP®

Sr. Director of Operations

Charles Cossar

Charles Cossar

Office Manager

David Pickler
Katie Pickler
Anne Borst
Melissa Skovdal
Shelby Butterfield
Cameron Spann
Cort Winsett
Robin Winsett
Luke Murrah
Charles Cossar
Nicole Ellis
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