Meet Our Team

Click on a Team Member below to learn more

John Howard, CPA, JD, CFP®
John Howard, CPA, JD, CFP®Founder and Lead Advisor
Jason Lina, CFA, CFP®, MBA
Jason Lina, CFA, CFP®, MBALead Advisor
John Evans III, CFP®
John Evans III, CFP®Advisor
Georgia 'Tee Gee' Howard
Georgia 'Tee Gee' HowardFounder and Business Development
Christian Mauser, CFP®
Christian Mauser, CFP®Advisor
Marjorie Edenfield, CFP®
Marjorie Edenfield, CFP®Advisor
Brandon McGraw
Brandon McGrawAssociate
Andrew Shannon
Andrew ShannonAssociate