Meet Our Team

 
  •  Steven Richardson,  CPA

    Steven Richardson, CPA

    Founder & President

  • Brian  Maxfield, CFP®, CLU, CASL

    Brian Maxfield, CFP®, CLU, CASL

    Senior Financial Advisor

  • Edward Pitts, CFP®

    Edward Pitts, CFP®

    Senior Financial Advisor

  • Brian Gray

    Brian Gray

    Senior Financial Advisor

  • Cynthia Coleman

    Cynthia Coleman

    Client Service and Compliance Specialist

  • Lisa Johnson

    Lisa Johnson

    Client Service Specialist