Loran F. Graham, CFP ®, CPA, CKA®
CEO | President
Loran is a CERTIFIED FINANCIAL PLANNER™ professional, licensed CPA, and Certified Kingdom Advisor (CKA®). Loran also holds the following FINRA securities registrations with LPL Financial: General Securities Principal (Series 24),...
Ashley M. Graham
Executive Assistant & Communications Director
Ashley Graham serves as our Executive Assistant and Communications Director. Ashley is organized, caring, and genuinely interested in helping others. Since joining the firm in 2016, Ashley's role has expanded to include communications...
Zachary Fairhart, CFA
Director of Research and Trading
Zach currently serves as Director of Research and Trading, with a focus on conducting investment research and providing support to the chief investment officer. Zach helps maintain our proprietary database of fund managers that align...
Tiffany joined our team as part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She is partnering with our firm to provide...