Meet the Team
Matt Kubicek, CFP®, CPWA®, CLU®, RICP®
Partner
Ethan Bowling, CFP®, ChFC®, CIMA®
Partner
Joey Wilks, CFP®, ChFC®, RICP®
Partner
Luke Costa, CFP®, RICP®
Wealth Management Advisor
Mackenzie Delaune
Associate Wealth Management Advisor
Daniel Carter
Wealth Management Associate
Soriah Henry
Wealth Management Associate
Rebekah Morein, APMA®
Investment Operations Associate
Brent Phillips
Client Experience Coordinator
Rachel Tucker
Investment Operations Associate
Sara Dantin
Insurance Operations Associate
