Our Wealth Management Team

Our Founders & Managing Partners

Michael W. Gray

Co-Founder and Managing Partner

C. Travis Gray

CERTIFIED FINANCIAL PLANNER®, Co-Founder and Managing Partner

Kerry L. Dyer

Co-Founder and Managing Partner

Our Financial Consultants

Elizabeth Ramos

Financial Advisor

Katy McLeod

Financial Advisor

Nathan P. Graff

CERTIFIED FINANCIAL PLANNER® and  BEHAVIORAL FINANCIAL ADVISOR™

Ron Cornelison

Financial Advisor

Austin Gray

Financial Advisor

Jen Neeley

Sr. Financial Consultant

Our Operations & Client Support Staff

Robyn Weber

Operations Manager

Lydia Kliewer

Client Services Associate

Isabel Schneider- Cooley

Client Service Associate

Interested In Working With Us?

Ready to make an impact on the lives of clients? Join us on a journey of growth, collaboration, and unparalleled success!