Our Team
Meet the People Behind Your Plan
Our team of experienced professionals is dedicated to building the structure for your financial future.
Mike Chapman, MBA
President
Masters of Business Administration
Danny Humphrey
Executive Partner
Joanne Chapman, PharmD
Managing Partner
Doctorate of Pharmacy
James Gregg
Executive Director
Bill Bryant, CFA
Managing Director
Chartered Financial Analyst
Connor Humphrey
Managing Director
Larry Friis, MBA, DBA
Business and Insurance Analyst
Masters of Business Administration
Doctorate of Business Administration
Aaron Havens
Associate Director
James Atchley
Associate Director
Samuel Walker
Associate Director
Will Chapman
Director of Operations
Ready to Work With Our Team?
Schedule a free virtual consultation and discover how our team approach can transform your financial future.
Book a Free Zoom Session