Our Team Tom Warburton, BA Founder and Principal Jonathan Hall, BA, MBA, MSFS, CFP® President, Director Isaac Hutchins, BS, CFP® Vice President & Chief Operating Officer Brandon Jaquis, BS, CFP® Portfolio Manager Brian Grant, BBA, MS, PA-C, CFP® Financial Advisor Josh Jakubovitz, BS, MBA Operations Manager Noah Cottman, BS, MBA Operations Specialist Madison Hicks, BS, CTS Operations Specialist Hallie Neely, BS Executive Assistant Rachel Hall, BA, MA Executive Assistant