Tom Kirk, CPA-PFS
President & CEO,
Wealth Coach

Karen Miller, CPA-CFP®
Chief Operating Officer
Chief Compliance Officer
Financial Planner

Tim Armstrong, CFP®, MBA
Wealth Coach

Laura Chiesman, CFP®
Wealth Coach

Robert DeVries
Service Advisor

Leslie Carlson, CAP
Client Service Concierge

Steven Pearson
Portfolio Administrator/Trader

Michael O'Malley
Operations Manager

Dawn Clough
Marketing Manager

Brenda Mowbray
Director of First Impressions

Caroline Raleigh
Office Coordinator
Compliance Assistant