Meet our Team
Leadership
Principals
Alex Ellis, CFP®, CEPA®, CKA®
Partner, Principal
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Benji Nunn, CFP®, CKA®
Partner, Principal
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Our Team
Key Partners & Portfolio Managers
Roy Nunn
Co-Founder, Financial Advisor
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Cliff Taylor, CFP®, CKA®
Financial Advisor
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Connie Pearson
Financial Advisor
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George Parks, CFP®
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Ken Brewer
Financial Advisor
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Michael Mitchell
Investment Analyst & Portfolio Manager
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Client Support
Compliance & Operations
Ed West, IACCP®, MBA
Chief Compliance Officer & Operations Manager
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Stephanie Walding
Client Experience Manager
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Sharon Nunn
Executive Assistant
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Join Our Team
The reality is, few things in business will help you go further than working with the right people.
Qualified advisors want to serve their clients with competency, genuine care, and a principle-centered approach. They want their career to advance and leave a worthy legacy. And they want the value that comes with serving on an interdependent team. This is who we are and who we want to work with.
We are currently accepting resumes from qualified advisors.
If you’d like to learn more, call us at (877) 832-3847 to schedule a confidential phone or Zoom call with one of our partners (Alex Ellis or Benji Nunn).
Our 3 Step Plan
Serving with competency, genuine care, and a principle-centered approach
Click or call to schedule an appointment
Tell us about your financial questions, goals, and desires
