Our Team

Heather Barnett

Heather J. Barnett, M.S.

President and Financial Advisor | ​​​​​​​CERTIFIED FINANCIAL PLANNER™ Professional

Ryan Barnett

Ryan R. Barnett, AAMS®

Vice President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional

Kelly Horn

Kelly M. Horn

Registered Operations Manager

Tonja Vance

Tonja J. Vance

Client Service Associate

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