Specialists

Specialists

The greatest asset we have to offer is the expertise of our professionals. Meet our tax, insurance, and estate planning specialists.

Clay Caldwell, CFP^®

Co-Director of Estate Planning

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Kristi Cherry, CPA^®

Tax Services Manager

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Sally Jilek, CLTC^®

Insurance Specialist

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Rich Winters, CFP^®, CRPC^®

Co-Director of Estate Planning

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