Our Team

Our Firm

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