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Our CFM Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the financial planning world, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a deep commitment to our community.

Over the years, we have found that a team centric approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial world. We invite you to discover and experience the difference of our firm. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Stacy Bishop

Stacy Bishop

Office Manager

Becky  Blair

Becky Blair

Investment Operations Associate

Hunter  Brown

Hunter Brown

Client Experience & Service Manager

Jesse Campbell

Jesse Campbell

Associate Relationship Manager

Olivia  Duvall

Olivia Duvall

Risk Management Associate

Kevin Heninger

Kevin Heninger

Director of Operations

Tabitha  Herrick

Tabitha Herrick

Design Associate

Shannon Justice

Shannon Justice

Research Associate

Amy King

Amy King

Research Consultant

Virginia  Tennial

Virginia Tennial

Design Consultant

At our firm, we have the client—and only the client—in mind.

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