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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
Lincoln Hurney Headshot

Jeffrey Corey

Managing Partner | Founder

Lincoln Hurney

Partner

Masiel Yarbrough Headshot

Masiel Yarbrough

Director of Operations

Danielle Hansen Headshot

Danielle Hansen

Director of Client Service

Yolanda Fox Headshot

Yolanda Fox

Client Service Associate

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