Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Gallatin

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Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

Philip Bowling - Sr. Operations Specialist

Philip Bowling

Sr. Operations Specialist

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr Client Service Specialist

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