Randy Gantt
With over 27 years of experience in the financial services industry, Randyʼs passion for customized comprehensive planning and investment management, […]
Budgeting/Cash Flow
Jex Roach
Jex Roach, MEd, MBA, AFC®, MQFP® is a Marine Corps veteran, an Army spouse, and a mother to two daughters.
Andrew Chaffee
Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various
Desiree Kaul
I am a proud Veteran spouse and mother to one adult son. Growing up without much understanding of money management,
Heidi Clemons
Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial coaching
David Robinson
I love helping people with money. Whether it’s coaching them through complex decisions, making a workable plan, or helping folks