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Our Leadership
J. Taylor Wortham
President & Partner
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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
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Laura L. Bolton
Financial Advisor
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Adam K. Brock
CFP®
Financial Advisor
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Jeffrey J. Monson
CFP®
Financial Advisor
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Andrew B. Ellis
CPA, CFA, CFP®
Financial Advisor
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Robert E. Scurlock
Financial Advisor
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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
Associate Advisor
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Our Staff
Connie L. Coffey
Executive Assistant
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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
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Renée Betz
Executive Assistant
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Grant Murphy
Paraplanner
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