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Forest Trees

Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

Jeff Corey Headshot

Jeffrey Corey

Managing Partner | Founder

Masiel Yarbrough Headshot
Danielle Hansen Headshot

Masiel Yarbrough

Director of Operations

Danielle Hansen

Director of Client Service

Lincoln Hurney Headshot

Lincoln Hurney

Partner

Yolanda Fox Headshot
Adam_Headshot_edited_edited.png

Yolanda Fox

Client Service Associate

Adam Marcellus

Wealth Advisor

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