Meet the Baseball Division Team

Jeremy Hermida

Business Development Officer
Having Jim Poole as one of his personal and professional…

Chase Murray

Business Development Officer
As a former professional baseball player, Chase enjoys being in…

Lori Boykin

Relationship Manager - Baseball Division
Lori has worked in the financial industry for the past…

Bill Harris, CFP®

Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…

John Hester, CFP®

Personal Wealth Advisor
As a former professional baseball player for 10 years, including…

Kyle Schmidt, CFP®

Personal Wealth Advisor
Kyle has spent the last 12+ years serving families to…

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