About Us

President and Founder

reid-johnson

Reid Johnson
Founder and President

Chief Investment Officer

aaron

Ron Leong, CFA
Chief Investment Officer

Investment Advisors

david-maxwell

David A. Maxwell, MDRT
Wealth Management

aaron

Aaron Boyce
Wealth Management

jlawton

Jonathan Lawton, CFPĀ®
Wealth Management

chris

Chris Massenburg
Wealth Management &
Insurance Strategies

stewie

Stewart Fields
Wealth Management

david-cain

David Cain
Wealth Management

Rich Moore
Financial Planner

Carter Brower
Financial Planner

Jason Mutchler
Wealth Management

Staff

lisa-gatzke

Lisa Gatzke
Client Relations

brittany-reville

Brittany Reville
Client Relations Manager

Paula Rambo
Client Relations

Aleesha-Grimes

Aleesha Grimes
Client Relations

jenna-kelly

Jenna Kelley
Office Assistant

Ryan Roberts
Marketing Manager

Summer Rivera
Client ServicesĀ Assistant

Alex Legg
Receptionist