Randy Martin CFP®

Randy Martin, CFP®
Founder, Managing Partner

Jonathan Winzeler, CFP®, ChFC, CLU PartnerLearn more about Jonathan here.

Jonathan Winzeler, CFP®, ChFC®, CLU®
Partner

Barry Rhea CFP® PartnerLearn more about Barry here.

Barry Rhea, CFP®
Partner

Matt Morris Investment Advisor / Portfolio ManagerLearn more about Matt here.

Matt Morris
Adviser

Zach Bullock, CPA Operations AnalystLearn more about Zach here.

Zach Bullock, CPA, CFP®
Adviser, Tax Analyst

Davis Ennis, CPA
Adviser, Operations Analyst

Taylor Lane Client AdvocateLearn more about Taylor here.

Taylor Lane
Client Advocate

Suzie Gonzalez Operations SpecialistLearn more about Suzie here.

Suzie Gonzalez
Administrator

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.