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
Jason Lina, CFA, CFP®, MBA
Jason Lina, CFA, CFP®, MBAPrincipal
Alan Thomson, CFP®
Alan Thomson, CFP®Principal
John Evans III, CFP®
John Evans III, CFP®Principal
Christian Mauser, CFP®
Christian Mauser, CFP®Lead Advisor
Marjorie Edenfield, CFP®
Marjorie Edenfield, CFP®Lead Advisor
Brandon McGraw
Brandon McGrawDirector of Client Experience
Jonathan Gerrard
Jonathan GerrardAdvisor
Rebecca Richardson, CPA
Rebecca Richardson, CPAAdvisor