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Meet The Team

A Cohesive Approach Across Every Location

With offices nationwide, our team shares one mission, delivering excellent service. By combining diverse strengths and perspectives, we give clients clear answers, fresh ideas, and the confidence that comes from having a whole team on their side.

Atlanta

Atlanta

Raleigh-Durham

Raleigh-Durham

Las Vegas

Las Vegas

Asheville

Asheville

Atlanta

Mark Bloom

Mark Bloom

Financial Advisor

Michael Meschke

Michael Meschke

Financial Advisor

Bennett Greely

Bennett Greely

Financial Advisor

Keith Madrigal

Keith Madrigal

Financial Advisor

BJ Dekreek

BJ Dekreek

Financial Advisor

Scott King

Scott A. King

Managing Partner, Financial Advisor

Mikey Ambrose

Mikey Ambrose

Financial Advisor

Cindy Lacey

Cindy Lacey

Operations Manager

Jon Miller

Jon Miller

Operations Associate

Mead Cushman

Mead Cushman

Client Services Associate

Kevin Kelly

Kevin Kelly, MBA

Managing Partner

Chris Kirkland

Chris Kirkland, MBA

Managing Partner

Raleigh-Durham

Arron Brisard

Arron Brisard

Financial Advisor

Katey Brisard

Katey Brisard

Operations Manager

Las Vegas

Bennett Greely

Bennett Greely

Financial Advisor

Kerri Escobar

Kerri Escobar

Client Services Associate

Asheville

Laura Fenters

Laura Fenters

Operations Manager

Wade Howell

Wade Howell

Financial Advisor

Tax & Accounting

Chris Kirkland

Chris Kirkland, MBA

Managing Partner

Eli Goode

Eli Goode

Payroll Manager

Kathy Fender

Kathy Fender

Accountant

Kevin Kelly

Kevin Kelly, MBA

Managing Partner

Laura Fenters

Laura Fenters

Operations Manager

Wade Howell

Wade Howell

Financial Advisor

About Us

Independent wealth and tax advisors dedicated nurturing clients across every branch of their wealth

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The Ring Formula

Proprietary formula integrates wealth, tax, income, and risk strategies to adapt financial plans through life’s milestones.

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Reach our professionals across multiple offices for integrated financial planning, tax and accounting support.

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