meet OUR TEAM
EXECUTIVE LEADERSHIP
WM. STUART WOOD, CFP®
Founder | CEO | Partner
CHRISTOPHER A. TAYLOR, CFP®, BFA™
President | Partner
BRANDI N. BOLDEN
Vice-President, Operations | Partner
Advisors & Associates
JOHN T. (SKIP) GARMANY, JR., CRPC®
Financial Advisor
NOAH WOOD
Paraplanner
operations
TABITHA WARD
Operations Assistant
Internship program
AVA NEWTON
University of Tennessee at Chattanooga
JOSIAH MCDANIEL
Financial Advisor
KATHY LEMING (RETIRED)
Operations Assistant
ANNABEL MYERS
Paraplanner
