Meet the team - OakRing Wealth Partners - Alpharetta, GA

John Coleman, CFP®

First Vice President–Wealth Management

Senior Wealth Strategy Associate

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
VA
VT

John Coleman, CFP®

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3621

Email Me

John Coleman, CFP®

First Vice President–Wealth Management

Senior Wealth Strategy Associate

Registered States:

AL
AR
CA
CO
CT
DC
DE
FL
GA
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
VA
VT

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3621

Email Me

Daniel Johnson Dean, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.A. from Huntingdon College
CERTIFIED FINANCIAL PLANNER TM practitioner
Business Focus:
- Retirement Income Planning
- Wealth Management for Individuals
- Small Business & Corporate Retirement Plans
- Co-portfolio manager emphasizing security selection and analysis
Member of Canterbury UMC
Junior Board Member of Mitchell's Place
Jimmy Hitchcock Memorial Award Selection Committee Member
Former board member for the Montgomery Capital Rotary Club
Played basketball and tennis in college
Married to Elizabeth Welden Dean and have 4 daughters

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
OR
PA
SC
SD
TN
TX
VA
VT
WA
WI
WV

Daniel Johnson Dean, CFP®

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Daniel Johnson Dean, CFP®

4001 Carmichael Road Suite 400
Montgomery, AL 36106

(205) 414-1514

Email Me

Daniel Johnson Dean, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.A. from Huntingdon College
CERTIFIED FINANCIAL PLANNER TM practitioner
Business Focus:
- Retirement Income Planning
- Wealth Management for Individuals
- Small Business & Corporate Retirement Plans
- Co-portfolio manager emphasizing security selection and analysis
Member of Canterbury UMC
Junior Board Member of Mitchell's Place
Jimmy Hitchcock Memorial Award Selection Committee Member
Former board member for the Montgomery Capital Rotary Club
Played basketball and tennis in college
Married to Elizabeth Welden Dean and have 4 daughters

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
OR
PA
SC
SD
TN
TX
VA
VT
WA
WI
WV

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

4001 Carmichael Road Suite 400
Montgomery, AL 36106

(205) 414-1514

Email Me

Lee Friedman, CFP

Senior Vice President–Wealth Management

Financial Advisor

BBA from Goizueta Business School at Emory University
CERTIFIED FINANCIAL PLANNER™ practitioner
Corporate Stock Benefit Consultant
Business Focus
- Financial Planning for high net-worth families and those looking to build their wealth
- Retirement income planning for those approaching and living in retirement
- Custom Portfolio Management
Emory tennis team national champion
California Insurance License: 0F30916

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NV
NY
OH
OR
PA
PR
SC
TN
TX
UT
VA
VT
WA

Lee Friedman, CFP

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Lee Friedman, CFP

Credentials

CERTIFIED FINANCIAL PLANNER®
Corporate Stock Benefit Consultant

Lee Friedman, CFP

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3635

Email Me

Lee Friedman, CFP

Senior Vice President–Wealth Management

Financial Advisor

BBA from Goizueta Business School at Emory University
CERTIFIED FINANCIAL PLANNER™ practitioner
Corporate Stock Benefit Consultant
Business Focus
- Financial Planning for high net-worth families and those looking to build their wealth
- Retirement income planning for those approaching and living in retirement
- Custom Portfolio Management
Emory tennis team national champion
California Insurance License: 0F30916

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
NC
NJ
NV
NY
OH
OR
PA
PR
SC
TN
TX
UT
VA
VT
WA

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Credentials

CERTIFIED FINANCIAL PLANNER®
Corporate Stock Benefit Consultant

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3635

Email Me

Kevin N. Haynes, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.S. in Finance from Auburn University
CERTIFIED FINANCIAL PLANNER™ practitioner
Senior Portfolio Manager
Business Focus
- Institutional investing
- Financial planning for high net-worth families
- Retirement income planning for those approaching and living in retirement
Habitat for Humanity Montgomery Board Member
Estate Planning Council of Montgomery Board Member
First United Methodist Church of Montgomery Past Board Member

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
UT
VA
WA
WV

Kevin N. Haynes, CFP®

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Kevin N. Haynes, CFP®

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin N. Haynes, CFP®

Senior Vice President–Wealth Management

Financial Advisor

B.S. in Finance from Auburn University
CERTIFIED FINANCIAL PLANNER™ practitioner
Senior Portfolio Manager
Business Focus
- Institutional investing
- Financial planning for high net-worth families
- Retirement income planning for those approaching and living in retirement
Habitat for Humanity Montgomery Board Member
Estate Planning Council of Montgomery Board Member
First United Methodist Church of Montgomery Past Board Member

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NJ
NY
OH
PA
SC
TN
TX
UT
VA
WA
WV

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin Townsend King, CFP®

Managing Director–Wealth Management

Financial Advisor

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NE
NJ
NV
NY
OH
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI

Kevin Townsend King, CFP®

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Kevin Townsend King, CFP®

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7617

Email Me

Kevin Townsend King, CFP®

Managing Director–Wealth Management

Financial Advisor

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NE
NJ
NV
NY
OH
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

One Union Square
Suite 100
Chattanooga, TN 37402

(423) 757-7617

Email Me

David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor

California License: 0C49425

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
PA
PR
SC
TN
TX
VA
VT
WA

David A. Saltzman, CFP, CIMA, CRPC

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

David A. Saltzman, CFP, CIMA, CRPC

12600 Deerfield Parkway, #400
Alpharetta, GA 30004

(678) 518-3629

Email Me

David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor

California License: 0C49425

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
PA
PR
SC
TN
TX
VA
VT
WA

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

12600 Deerfield Parkway, #400
Alpharetta, GA 30004

(678) 518-3629

Email Me

Leonard M. Starr, CIMA®, CRPS

Senior Vice President–Wealth Management

Financial Advisor

B. A. from Eastern Kentucky University
MBA in Finance from Vanderbilt University, Owen Graduate School of Management
Certified Investment Management Analyst (CIMA®)
Certified Retirement Plan Specialist (CRPS®)
Corporate Stock Benefit Consultant
Business Focus:
- Retirement Planning Consulting
- Corporate Equity Award Plans
- Financial and Retirement Planning
Past Board Member of The Atlanta Academy

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY

Leonard M. Starr, CIMA®, CRPS

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Leonard M. Starr, CIMA®, CRPS

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

(404) 760-3312

Email Me

Leonard M. Starr, CIMA®, CRPS

Senior Vice President–Wealth Management

Financial Advisor

B. A. from Eastern Kentucky University
MBA in Finance from Vanderbilt University, Owen Graduate School of Management
Certified Investment Management Analyst (CIMA®)
Certified Retirement Plan Specialist (CRPS®)
Corporate Stock Benefit Consultant
Business Focus:
- Retirement Planning Consulting
- Corporate Equity Award Plans
- Financial and Retirement Planning
Past Board Member of The Atlanta Academy

Registered States:

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

(404) 760-3312

Email Me

Carl R. Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NJ
NM
NY
OH
PA
SC
TN
TX
VA
VT
WA

Carl R. Watson

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Carl R. Watson

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

(334) 260-3903

Email Me

Carl R. Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
AR
AZ
CA
CO
DC
DE
FL
GA
IL
IN
KS
KY
LA
MD
MI
MN
MO
MS
NC
NJ
NM
NY
OH
PA
SC
TN
TX
VA
VT
WA

Recognized as an industry leader:

Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

(334) 260-3903

Email Me

Chris Guthrie, CRPC

Senior Wealth Strategy Associate

Native of Atlanta
Over 20 years of experience
Helps guide clients through their most important financial decisions
Obtained his Series 7, 66, 31 (managed futures)
Is a Chartered Retirement Planning Counselor™
Married to his wife Dawn, since 1997.
Father to two daughters, Alyssa and Jenna, and one son, Kyle
Enjoys bowling, golf, softball, fishing, cornhole, and spending time with his family

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
PA
SC
TN
TX
VA
VT
WA

Chris Guthrie, CRPC

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3615

Email Me

Chris Guthrie, CRPC

Senior Wealth Strategy Associate

Native of Atlanta
Over 20 years of experience
Helps guide clients through their most important financial decisions
Obtained his Series 7, 66, 31 (managed futures)
Is a Chartered Retirement Planning Counselor™
Married to his wife Dawn, since 1997.
Father to two daughters, Alyssa and Jenna, and one son, Kyle
Enjoys bowling, golf, softball, fishing, cornhole, and spending time with his family

Registered States:

AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
KS
KY
LA
MA
MD
MI
MN
MO
MS
NC
NJ
NV
NY
OH
PA
SC
TN
TX
VA
VT
WA

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

(678) 518-3615

Email Me

Experience

John Coleman, CFP®

John Coleman, CFP®

John Coleman, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Daniel Johnson Dean, CFP®

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Lee Friedman, CFP

Kevin N. Haynes, CFP®

Kevin N. Haynes, CFP®

Kevin N. Haynes, CFP®

Kevin N. Haynes, CFP®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

Kevin Townsend King, CFP®

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

David A. Saltzman, CFP, CIMA, CRPC

Leonard M. Starr, CIMA®, CRPS

Leonard M. Starr, CIMA®, CRPS

Leonard M. Starr, CIMA®, CRPS

Leonard M. Starr, CIMA®, CRPS

Carl R. Watson

Carl R. Watson

Carl R. Watson

Carl R. Watson

Chris Guthrie, CRPC

Chris Guthrie, CRPC

Chris Guthrie, CRPC

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Education

Credentials

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Education

Credentials

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