About Us

President and Founder

reid-johnson

Reid Johnson
Founder and President

Investment Advisors

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
Wealth Management

david-cain

David Cain
Wealth Management

rich

Rich Moore
Financial Planner

Staff

lisa-gatzke

Lisa Gatzke
Client Relations Manager

brittany-reville

Brittany Reville
Client Relations

tracy

Tracy Karr-Cupp
Executive Assistant / Marketing

savannah-moore

Savannah Moore
Marketing Assistant

jenna-kelly

Jenna Kelley
Office Assistant