Meet The Team

One of the advantages of working with our team is that we are a team! So instead of working with only one person, you have a team that is dedicated and focused on you. We are passionate about each client, and we work hard together to be diligent and responsive to your needs. Although each person has their gifts and talents, we all work together to provide the best client experience possible.

Seth Liskey

FOUNDER & CEO | CERTIFIED FINANCIAL PLANNER® | CERTIFIED EXIT PLANNING ADVISOR®
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Jordan Liskey

FINANCIAL ADVISOR
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Laurie Maddox

FINANCIAL ADVISOR | CERTIFIED EXIT PLANNING ADVISOR®
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Emily Curry

CLIENT SERVICE MANAGER
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Michelle Marino

CLIENT SERVICE MANAGER
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Zhyar Abdul

BRANCH PROFESSIONAL
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Casey Rolfe

CLIENT SERVICE ASSOCIATE
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Mari Kurashvili

CLIENT SERVICE ASSOCIATE
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