Meet Our Team

Click on a Team Member below to learn more

John Howard, CPA, JD, CFP®
John Howard, CPA, JD, CFP®Founder and Principal
Georgia 'Tee Gee' Howard
Georgia 'Tee Gee' HowardFounder and Business Development
Alan Thomson, CFP®
Alan Thomson, CFP®CEO and Principal
John Evans III, CFP®
John Evans III, CFP®CFO and Principal
Christian Mauser, CFP®
Christian Mauser, CFP®Lead Advisor
Jonathan Gerrard, CFP®
Jonathan Gerrard, CFP®Advisor
Rebecca Richardson, CPA
Rebecca Richardson, CPAAdvisor
Mary Jackson
Mary JacksonClient Experience Associate
Heather Rivera-Hintz
Heather Rivera-HintzClient Experience Associate