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 Mark McCullough, BS, MS, JD, AEP® Vice President of Trust Representative Services Brandon Jaquis, BS, CFP® Portfolio Manager Brian Grant, BBA, MS, PA-C, CFP® Paraplanner Josh Jakubovitz, BS, MBA Operations Manager Rachel Hall, BA, MA Executive Assistant