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Our Team

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Our Leadership

J. Taylor Wortham Financial Advisor

J. Taylor Wortham

President & Partner
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Bradley J. Bower CFP® President, Chief Executive Officer

Bradley J. Bower

CFP®
Founding Partner
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Alex Beale

CFP®, JD, MBA
Partner
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Brandon M. Alley

CPRS™
Partner
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Dolores M. Walker

Chief Administration Officer
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Our Advisors

Charles R. Harr CFP® Financial Advisor

Charles R. Harr

CFP®
Financial Advisor
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Laura L. Bolton Chief Information Officer Financial Advisor

Laura L. Bolton

Financial Advisor
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Adam K. Brock CFP® Financial Advisor

Adam K. Brock

CFP®
Financial Advisor
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Jeffrey J. Monson CFP® Financial Advisor

Jeffrey J. Monson

CFP®
Financial Advisor
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Andrew B. Ellis CPA, CFA, CFP® Financial Advisor

Andrew B. Ellis

CPA, CFA, CFP®
Financial Advisor
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Brandon C. Smith Financial Analyst

Brandon C. Smith

CFP®
Financial Advisor
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Dave Palamar

Financial Advisor
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Aaron Buck

CFP®
Financial Advisor
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Amy L. Walker Executive Assistant

Amy L. Walker

Associate Advisor
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Grant Murphy

Associate Advisor
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Our Staff

Connie L. Coffey Executive Assistant

Connie L. Coffey

Client Service Associate
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Kathryn M. Scarbrough

Client Services Manager
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Lara E. Burn

Front Office & Event Coordinator
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Brenda Miller Executive Assistant

Brenda Miller

Client Service Associate
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Renée Betz

Client Service Associate
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Jessica Cassle

Client Service Associate
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