The Fullerton Family
Meet the team behind your plan.
Local financial professionals, retirement-focused, and here for the long run.
Leadership
Stephanie Fullerton
Steve Fullerton Sr.
Lead Advisors
Jacob Adams
Matt Tobey
Zach Tobey
The Advisor Team
Jemala Adams
Chase Barrett
Dallas Fox
Trinity Grace
Luke Graybill
Cindy Montana
Austin Schwab
Jessie Tranchina-Satterfield
Leslie Winchester
Matthew Zuccaro, MS, CFP®, CWS®
Directors & Operations
Alex Becker
Allen Braunbeck
Luis Caballero
Blane Curry
Steve Fullerton Jr.
Ashlee Gibbs
Kellene Hendrix
Ronda Mayes
Connie Whetstine
Our Team
Caryn Bort
Noah Coe
Jacqueline Filizetti
Evan Fodness
Penny Hermans
Katie Isaac
Alex Jennings
Lisa Jossi
Tia Keicher
Gavin Kohner
Amy Lander
Isabel Luna
Jeannine Marmo
Bethany May
Joselyn Menjivar
Debbie Ramirez
Melanie Schissel
Kaycee Skelton
Kileigh Swinton
Brooklynn Trotter
Let's put this team to work for you.
Start with a free, no-obligation retirement review.
Schedule your free retirement review