Greenwood Gearhart's team combines experience with long-term continuity.
Click below to learn more about each member of our dedicated team of professionals.
G. Brock Gearhart, CFA
Lisa A. Brown, CFP®
Donny Epp
Doug Hudson
Johann Komander
Scott Alaniz, CFA
Damon Allen Akin
J. Denise Anderson
Jake Berta
Madison V. Blalock, CFP®, CPWA®
Lindsey Charles
Trish Dick
Jon M. Fagg II
Corbin C. Foster
Kelly Foster
Chris Hardy
Corbin Harris
Avery Jacobs
Heather Kuester
Mason S. Lane
Ellen Masters, EA
Taylor McCracken, CPA
Jett T. Moore, CFP®
Kate Morris, CPA
Ann Parette
Carla Petty
Rachel Proctor, CPA
Heard Stoddard, CRC®
Austin Wagstaff
Donna Wetzel
Nicole Zimmerman
Chief Executive Officer & Principal
G. Brock Gearhart, CFA
President & Principal
Lisa A. Brown, CFP®
Chief Operating Officer
Donny Epp
Chief Relationship Officer, Head of Wealth Management, Shareholder
Doug Hudson
Managing Director, Investment Management, Shareholder
Johann Komander
Managing Director
Scott Alaniz, CFA
Director, Client Operations
Damon Allen Akin
Director, Portfolio Management, Shareholder
J. Denise Anderson
Analyst, Client Experience
Jake Berta
Director, Wealth Advisor, Shareholder
Madison V. Blalock, CFP®, CPWA®
Manager, Client Experience
Lindsey Charles
Receptionist
Trish Dick
Senior Associate, Investment Management
Jon M. Fagg II
Director, Wealth Advisor, Shareholder
Corbin C. Foster
Client Engagement Coordinator
Kelly Foster
Associate Wealth Advisor
Chris Hardy
Senior Associate, Client Experience
Corbin Harris
Analyst, Investment Management
Avery Jacobs
Associate, Client Experience
Heather Kuester
Associate, Wealth Planner
Mason S. Lane
Associate, Wealth Planner
Ellen Masters, EA
Senior Tax Associate
Taylor McCracken, CPA
Director, Wealth Advisor, Shareholder
Jett T. Moore, CFP®
Tax Associate
Kate Morris, CPA
Associate, Client Experience
Ann Parette
Director, Administration & Retirement Plan Services
Carla Petty
Director, Accounting & Tax Services, Shareholder
Rachel Proctor, CPA
Director, Wealth Advisor
Heard Stoddard, CRC®
Associate, Wealth Planner
Austin Wagstaff
Administrator, Client Experience
Donna Wetzel
Analyst, Client Experience
Nicole Zimmerman
Important Disclosures
Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Please see our Disclosures page for further information regarding the professional designations and credentials discussed. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. See our disclosure page for additional information on the credential discussed here.