Investment Management
Our number one goal is that you never run out of money. To that end, we developed our proprietary money management approach, the Growth Strategy with a Safety NetTM.
Wealth Protection
Our cross-functional teams bring independent and objective perspective to proactively coordinate the intricacies of your financial world, giving you peace of mind.
Cash Management
Part of our job is to make certain that your assets align with your cash flow requirements. We design cash flow strategies that deliver the resources you need now and in the future.
Family Legacy
Our primary goal is making sure that your financial resources are always there for you. In addition, our proprietary Legacy Trust strategy allows you to provide financial security for generations of heirs.
Meet the Welch Group Team
Stewart H. Welch, III, AEP, CFP®
Founder
Greg Weyandt, MPA, CPA
Managing Member
Hugh Smith, CPA, CFP®, CFA
Member & Chief Investment Officer
Woodard Peay, MBA, CFP®
Member & Senior Advisor
Michael Wagner, CPA, CFP®
Member & Director of Business Development
Kimberly R. Reynolds, M.S., CFP®
Member & Director of Financial Planning
Marshall Clay, JD, CFP®
Member & Senior Advisor
Foster Hyde, CFA, CFP®
Senior Advisor
Beth Moody, M.S., CFP®
Senior Advisor
Callie Jowers, CFP®
Advisor
Maggie Elliott, M.S., CFP®
Advisor
Matt Savela, CPA
Advisor
Brett Norris, CFP®
Associate Advisor
Reagan White
Associate Advisor
Roxie Jones
Executive Administrator
Wendy Weber
Investment Operations Manager
Ramona Boehm
Financial Documents Manager
Jeff Davenport
Systems Administrator
Andrea Messick
Investment Operations Specialist
Kelly DeRoy, RP®
Senior Investment Operations Specialist
Lauren Wright
Administrator
Brent Gillis, CIC
Special Projects Manager
We provide expertise in helping you manage, protect and transfer your wealth to future generations. With over 100 years of combined financial experience, our advisors’ goal is to make your life simpler and to allow you to more fully enjoy life’s journey.
