Gerald L. (Jerry) Sullivan, CPA, PFS - Principal
Partner, ext. 211
Tazewell G. (Taze) Taylor, CPA, PFS - Principal
Partner, ext. 213

Cheri D.Poston, CFP®
Portfolio Manager, ext. 232

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.