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

Financial Advisor

Ron Cornelison

Financial Advisor

Jen Neeley

Sr. Financial Consultant

Robyn Weber

Operations Manager

Our Operations & Client Support Staff

Abbie Arthurs

Senior Client Services Associate

Lydia Kliewer

Client Services Associate

Austin Gray

Advisor Support

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!