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 Operations Specialist Madison Hicks Operations Specialist Hallie Neely, BS Executive Assistant Rachel Hall, BA, MA Executive Assistant