Succession A succession plan is an important aspect of your financial strategy. We have assembled two generations of advisors (Deron Allred, CFP® and Garrett Vanneman, CFP®) to guarantee your continuity of service. Our two lead advisors continue to train, mentor and manage every associate of the firm. We have developed systems to ensure that every client may contact our firm anytime to get service, even when their advisor is not available. Have a Question Name Email Address Phone Question Thank you! Oops!