Our Team

Dr. Neil Franks, CEP

President & CEO

Shelly Vaughn, CTFA®

Chief Operating Officer

Adrienne Harlan

Director of Client Services

Ashley Massman, CPA®, MBA

Director of Accounting

Kirk Franks

Marketing & Technology Operations

Terra Guittar

Executive Assistant

Nathan Baysinger

Client Services Specialist

Emma Kingston

Client Services Specialist

Morgan Dumsday


Mechelle Matthews

Trust Services Para

Dr. Buddy Perstrope