Our Team

Our Firm

Our Process

Our History

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jonathan Sheard

Jonathan "Josh" Sheard, MBA

Founder/Financial Planner

sage@cfiemail.com

Andrew Sheard

Andrew Sheard, CFP®, ChFC®, CLU®

Financial Planner

andrew.sheard@cfiemail.com

Chandra Dickison

Chandra Dickison

Director of Operations

cdickison@cfiemail.com

Katie McGinnis

Katie McGinnis

Administrative Assistant

kmcginnis@cfiemail.com

Mary Samson

Mary Samson

Property & Casualty Insurance Specialist

msamson@cfiemail.com