Our Team Of Professionals

Jessica Searcy Kmetty
President & CEO

Marc C. Shaffer
CERTIFIED FINANCIAL PLANNER® Professional, CFO

John C. Fales
Principal & Director of Financial Planning

Ryan W. Brooke
CERTIFIED FINANCIAL PLANNER® Professional, CIO

Tamara Stelting
Chief Operating Officer and Chief Compliance Officer

Brenda M. Carrico
Senior Financial Planning Associate

Diantha Lemon
Financial Planning Associate

Anna Veres
Client Service Associate

Kahli Requet
Client Service Associate

Tanner Manning
Financial Planning Associate

Cali A. Gillespie
Director of Marketing

Michael J. Searcy
Founder
JOIN OUR TEAM
STAND WITH US
Our people are the creative force that helps our business prosper. By fostering an environment where our employees can thrive, both personally and professionally, we believe we are creating a healthy future for our company.
COMMUNITY IMPACT
Giving back to our community is part of the heartbeat of our organization. From participating in educational opportunities to philanthropy projects, we maintain an active presence in our community serving those around us.