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

Jackie Rome
Chief Financial Officer

Stephanie Kelly
Director of Operations

Erin Corbett
Director of Transitions & Compensation

Hallie Swayze Marshall
Senior Operations Associate