Our Leadership & Advisory Team

Darren Henke, CFP^®

Managing Partner & Founder

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Richard Buchan, CFP^®

Managing Partner & Founder

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Brett Garver

Chief Compliance Officer, Chief Operating Officer, and Wealth Manager

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Sylvia Parker, CRPC^®

Senior Wealth Manager

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Timm Heisey, CPFA^®

Senior Wealth Manager

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Cole Schelbert

Wealth Manager

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Talayna Hill

VP Administrative and Client Services

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Kris Crabtree

VP Administrative and Client Services

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Katherine Wallace

Administrative and Client Services

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Jacqueline Perriella, CPA

Certified Public Accountant

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Katie Duffy

Administrative and Client Services

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