Get to know our leadership team

Leadership at the Lexington office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Christian Schnabel

Christian Schnabel

RICP®, MBA, WMCP®

Managing Director

Christian works with affluent families and business owners to see beyond their finances. To address their goals for children's education, charitable giving and retirement planning.
Photo of Wealth Management Advisor Randy Collins

Randy Collins

CFP®, RICP®, ChFC®, CASL®, CLU®

Wealth Management Advisor

With over 35 years of experience in financial planning, Randy brings extensive knowledge on retirement and business planning to his clients throughout Lexington and the surrounding areas.
Photo of Financial Advisor Elizabeth Chatterton

Elizabeth Chatterton

CFP®, MBA

Financial Advisor

Financial clarity is transformative. Developing a relationship built on trust and collaboration with my clients is essential to making that possible. My goal is to understand what matters most to my clients: personally, professionally, financially. After I understand who you are and what you want, we work together to organize and prioritize your goals while also protecting what you value most.
Photo of Financial Advisor Travis Powers

Travis Powers

Financial Advisor

Photo of Director of Operations Samantha Sutton

Samantha Sutton

Director of Operations

Photo of Director of Client Services Bryanna Gordin

Bryanna Gordin

Director of Client Services

Photo of Director of Planning and Development Daniel Ransdell

Daniel Ransdell

Director of Planning and Development

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