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Our Team

Our highly competent and sophisticated team provides service and support that is second to none. In everything we do, we deliver diligent effort, precise execution, and an unwavering adherence to our values. Our team works together cohesively, integrating each professional’s unique gifts to serve our clients with excellence. We deliver timely service and consistent follow through, and we’re available whenever you need guidance or support. With deft attention to detail and a commitment to common goals, we ensure your wealth is tended with the utmost care.

Gregory S Mayfield CFP®, RICP®, CLU®, ChFC®

Private Wealth Advisor and Founder

Katherine L Withrite CFP®, ChFC®, RICP®, CASL®

Wealth Management Associate

Ashley N Gross CLTC®

Operations Lead

Blake Vincent CFP®, ChFC®

Wealth Management Associate

Jillian Perry

Marketing and Client Service Associate

Darice Henry

Client Service Coordinator

Jalisa Jordan

Client Service Administrator

Jessica M Hadder

Client Service Associate