“Behind every successful plan is a trusted advisor who truly listens. Meet the team dedicated to helping you thrive.”

  • Dr. Joanne Chapman

    President of Wealth Foundations

  • Michael Chapman

    Managing Partner

  • Danny Humphrey

    Marketing and Education

  • James Gregg

    Senior Partner

  • Dr. Larry Friis

    Economist and Radio Talk Show Host

  • Will Chapman

    Operations