About Us

President and Founder

reid-johnson

Reid Johnson
Founder and President

Investment Advisor Representatives

Taylor Herzog, CFA, CAIA
Chief Investment Officer

david-maxwell

David A. Maxwell, MDRT
Wealth Management

aaron

Aaron Boyce
Wealth Management

jlawton

Jonathan Lawton, CFP®
Wealth Management

chris

Chris Massenburg
Wealth Management &
Insurance Strategies

stewie

Stewart Fields, CFP®
Wealth Management

david-cain

David Cain
Wealth Management

Ryan Overstreet
Wealth Management

Carter Brower
Financial Planner

Jason Mutchler
Wealth Management

Neil Devoe
Financial Planner

Staff

Lisa Gatzke
Client Relations

brittany-reville

Brittany Reville
Client Relations Manager

Aleesha-Grimes

Aleesha Grimes
Client Relations

jenna-kelly

Jenna Kelley
Administrative Assistant

Summer Rivera
Client Services Assistant