top of page
YOUR TEAM
BRIAN BOUGHNER | Principal
ANTHONY MAHFOOD | Principal
GREG TOWNER | Chief Investment Officer
SUSAN HARVELL | CCO/COO
ABBY SCHILZ | Relationship Manager
CANDACE KRSTOVIC | CISO/ Technology Project Manager
SHELBY FLYNN | Marketing and Client Service Manager
EMILY EDWARDS | Parallel Financial
GINA ROSE SALAMIN | Head of Trading and Portfolio Management
CAROLINE LORD | Marketing and Client Service Manager
JORDAN ROBERTS | Parallel Financial
Justin Chastain | Parallel Financial
DAVID CHUDYK | Parallel Financial
PEYTON HOPPES | Parallel Financial
Jonathan Shields | Parallel Financial
DEAN ST MARIE | Parallel Financial
NANCY GLADDEN | Parallel Financial
STEVEN TOLLESON | Parallel Financial
SARA AURORA | Parallel Financial
ANNA WOLFORD | Parallel Financial
KELLY MANZANO | Echelon Financial
CHRIS WILBRATTE | Echelon Financial
JOSEPH NELSON | Stewardship Investments
MATTHEW MYRICK | Stewardship Investments
KATHY MARSHKE | Stewardship Investments
bottom of page