Dennis Moore, CFP®, MBA, Chief Operating Officer
Rachel Hodges, Operations Analyst
Tim Reyes, Director of Information Technology
Lori Teutsch, Branch Coordinator
Terri Wodka, Director of First Impressions
Aubrey Moore, Operations Analyst
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.