Partnership Team

Partnership Team

Jerry Goss

Advisor - Chairman - Founder 

Alex Goss

Advisor - CEO - Founder 

Neil Turner

President - Founder

Brent Nicks 

Chief Compliance Officer

Jeff Cutler

Managing Director of Advisor Services

George Sins

Chief Investment Officer

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Jackie Rome

Chief Financial Officer

Stephanie Kelly

Director of Operations

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Erin Corbett

Director of Transitions & Compensation

Hallie Swayze Marshall

Senior Operations Associate

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Practice Acquisition Specialist

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Senior Administrative Assistant