Team
Our team looks forward to working with you, building a relationship, and empowering your financial future.
Ann M. Covington, CFP®, CPWA®
Ann Covington is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made ...
John Grant
Associate Advisor
As an Associate Advisor, John helps support the lead advisor in many areas. He is responsible for attending client meetings, data gathering, plan preparation, and client relationship building among other things. His favorite part of...
Keli Strickland
Client Service Associate
As a Client Service Specialist, Keli Strickland’s overall goal is to help our advisors spend more time with clients than with paperwork. She provides administrative assistance in such matters as preparation for upcoming client...
Nicole Mulea
Associate Advisor
Sheri Hamburger, CPA
Certified Public Accountant
Sheri Hamburger is a graduate of the University of Maryland – College Park and became a licensed CPA in 2011. She has experience in tax planning and projections for individuals, partnerships and corporations and small business...
Steff Sommers
Receptionist
Steff is the pivotal first point of contact for those who visit or call in to our offices. She assesses what each contact needs and how best to ensure those queries are expediently and thoughtfully addressed. Steff assists with client...