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™
Our Operations & Client Support Staff
Robyn Weber
Operations Manager
Lydia Kliewer
Client Services Associate
Nick Derry
Virtual 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!