“Behind every successful plan is a trusted advisor who truly listens. Meet the team dedicated to helping you thrive.”
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Dr. Joanne Chapman
President of Wealth Foundations
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Michael Chapman
Managing Partner
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Danny Humphrey
Marketing and Education
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James Atchley
Associate Director
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Dr. Larry Friis
Economist and Radio Talk Show Host
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James Gregg
Executive Director
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Aaron Havens
Associate Director
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Connor Humphrey
Associate Director
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Samuel Walker
Associate Director
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Will Chapman
VP Operations