top of page

Meet the Team
Expertise. Compassion. Know-how.
Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.
Jeffrey Corey
Managing Partner | Founder
Lincoln Hurney
Partner

Masiel Yarbrough
Director of Operations

Danielle Hansen
Director of Client Service

Yolanda Fox
Client Service Associate
bottom of page