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Our Team

With Our Firm, You Get More Than Just A Financial Advisor. You Get A Financial Team.
When you work with us, you get a partnership that goes beyond investments and returns. That’s why we’ve set up our firm a bit differently than others. Instead of one advisor, you get a team of professionals, all of whom are experts in their specific roles. The team works as an ensemble, giving you access to a wider range of knowledge and experience. Our clients benefit from this team approach in a variety of ways including:

• Get answers to your questions more quickly
• Gain access to a broader range of expertise and experience
• Receive specialized knowledge for your specific situation

Ballantyne Office

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Chris Hobart
CEO
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Andrew Greer, CFP®
Senior Wealth Advisor
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Corey Sunstrom, CFP®
Director of Financial Planning
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Jacob Woodrum, CFP®
Lead Financial Advisor
Mikenologo

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Mike Lacy
Wealth Advisor
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Thomas Hamilton
Chief Compliance Officer
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Renee Hobart
Director of Employee Engagement
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Kim Collins
Executive Assistant
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Heidi Clearman
Social Media Specialist
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Wendy Casale
Client Service Specialist
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Megan Robinson, FPQP
Client Service Specialist
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Hailey Skaggs
Events & Communications Assistant

McDowell Office

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John “Jock” Tonissen, CLU® LUTCF®
Registered Representative,
Investment Advisor
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D. Scott Welton
Registered Representative,
Investment Advisor
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Carol Injaychock
Director of
Client Services
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Heather Hammonds
Office Administrator

Holland Office

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Karen Holland
Wealth Advisor
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Lynn Houser
Operations Manager
and Client Services Specialist
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