Our Team

Our team of professionals is here to provide valuable insight, guidance, and
accountability that allows you to take charge of your wealth and build your best life.

Photo of Derek A. Moore

Derek A. Moore

Co-Founder and CEO

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Photo of Carey D. Sullivan

Carey D. Sullivan

Co-Founder and Chief Investment Officer

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Photo of Chris J. Grimes, CFP<sup>®</sup>, RICP<sup>®</sup>

Chris J. Grimes, CFP®, RICP®

Partner

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Photo of Kathleen Phillips, MBA

Kathleen Phillips, MBA

Financial Service Professional

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Photo of Chris Eaton

Chris Eaton

Financial Advisor

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