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Stewart H. Welch III Greg Weyandt Hugh Smith Kimberly Reynolds Michael Wagner Woodard Peay Marshall Clay Foster Hyde Beth Moody Brent Gillis Jay McGowan Callie Waldrop Matt Savela Justin Davenport Jennifer Kendall Isabella Blount Clay Wood Luke Brooks Sean Tweedy Greta Sandy Rebecca McIntyre John Beatty Wendy Weber Andrea Messick Kelly DeRoy Lauren Wright Sarah Williams Angel Webb Mandy Gannon Robert Jeter Mikaela Rohn
Stewart H. Welch III
AEP, CFP® Founder
Emailstewart@welchgroup.com LinkedInhttps://www.linkedin.com/in/stewartwelch/
Greg Weyandt
MPA Managing Member
Emailgreg@welchgroup.com LinkedInhttps://www.linkedin.com/in/greg-weyandt-47a6236
Hugh Smith
CPA, CFP®, CFA® Member & Chief Investment Officer
Emailhugh@welchgroup.com LinkedInhttps://www.linkedin.com/in/hugh-smith-a3b0ab5/
Kimberly Reynolds
M.S., CFP® Member & Director of Financial Planning
Emailkimberly@welchgroup.com LinkedInhttps://www.linkedin.com/in/kimberly-reynolds-m-s-cfp%C2%AE-90476319/
Michael Wagner
CPA, AEP, CFP® Member & Director of Business
Emailmichael@welchgroup.com LinkedInhttps://www.linkedin.com/in/michael-wagner-9254a911/
Woodard Peay
MBA, CFP® Member & Senior Advisor
Emailwoodard@welchgroup.com LinkedInhttps://www.linkedin.com/in/woodard-peay-4bb1254
Marshall Clay
JD, CFP® Member & Senior Advisor
Emailmarshall@welchgroup.com LinkedInhttps://www.linkedin.com/in/marshall-clay-jd-cfp%C2%AE-b9876651/
Foster Hyde
CFA®, CFP® Member & Senior Advisor
Emailfoster@welchgroup.com LinkedInhttps://www.linkedin.com/in/foster-hyde-cfa-cfp%C2%AE-25ba2514/
Beth Moody
M.S., CFP® Member & Senior Advisor
Emailbeth@welchgroup.com LinkedInhttps://www.linkedin.com/in/beth-moody-cfp%C2%AE-03a60714
Brent Gillis
IACCP®, CIC Chief Compliance Officer
Emailbrent@welchgroup.com LinkedInhttps://www.linkedin.com/in/brent-gillis-cic-04a26b60/
Jay McGowan
CPA, PFS, CFP® Senior Advisor
Emailjay@welchgroup.com LinkedInhttps://www.linkedin.com/in/jayhmcgowan/
Callie Waldrop
CFP® Senior Advisor
Emailcallie@welchgroup.com LinkedInhttps://www.linkedin.com/in/callie-jowers-cfp%C2%AE-95951349
Matt Savela
CPA, CFP® Senior Advisor
Emailmatt@welchgroup.com LinkedInhttps://www.linkedin.com/in/matt-savela-cpa-cfp%C2%AE-06140240/
Justin Davenport
CPA, CFP® Senior Advisor
Emailjustin@welchgroup.com LinkedInhttps://www.linkedin.com/in/justintdavenport/
Jennifer Kendall
CPA, CFP® Advisor
Emailjennifer@welchgroup.com LinkedInhttps://www.linkedin.com/in/jennifer-kendall-cpa-0bba0279/
Isabella Blount
CPA, CFP® Advisor
Emailisabella@welchgroup.com LinkedInhttps://www.linkedin.com/in/isabellawesley/
Clay Wood
CFP® Advisor
Emailclay@welchgroup.com LinkedInhttps://www.linkedin.com/in/claywood/
Luke Brooks
CFP®, ChFC®, RICP® Advisor
Emailluke@welchgroup.com LinkedInhttps://www.linkedin.com/in/jlukebrooks/
Sean Tweedy
MBA Associate Advisor
Emailsean@welchgroup.com LinkedInhttps://www.linkedin.com/in/seantweedy31/
Greta Sandy
M.S. Associate Advisor
Emailgreta@welchgroup.com LinkedInhttps://www.linkedin.com/in/greta-sandy-a24a7ab7/
Rebecca McIntyre
Associate Advisor
Emailbecky@welchgroup.com LinkedInhttps://www.linkedin.com/in/rebecca-mcintyre-37864a1a1/
John Beatty
CRPC® Associate Advisor
Emailjohn@welchgroup.com LinkedInhttps://www.linkedin.com/in/john-beatty-41262911/
Wendy Weber
Investment Operations Manager
Emailwendy@welchgroup.com LinkedInhttps://www.linkedin.com/in/wendy-weber-83b12732/
Andrea Messick
Investment Operations Specialist
Emailandrea@welchgroup.com LinkedInhttps://www.linkedin.com/in/andrea-messick-b5458282/
Kelly DeRoy
FPQP™ Analytics Manager, Trading & Reporting
Emailkelly@welchgroup.com LinkedInhttps://www.linkedin.com/in/kelly-deroy-77734387/
Lauren Wright
Administrator
Emaillauren@welchgroup.com LinkedInhttps://www.linkedin.com/in/lauren-wright-29662378/
Sarah Williams
MSHI, LSSGB Systems Administrator
Emailsarah@welchgroup.com LinkedInhttps://www.linkedin.com/in/sarahwilliams95/
Angel Webb
Administrator
Emailangel@welchgroup.com
Mandy Gannon
Investment Operations Specialist
Emailmandy@welchgroup.com LinkedInhttps://www.linkedin.com/in/mandy-gannon-1b0b188b
Robert Jeter
Junior Systems Administrator
Emailrobert@welchgroup.com LinkedInhttps://www.linkedin.com/in/robert-jeter-16482a186/
Mikaela Rohn
Marketing Coordinator
Emailmikaela@welchgroup.com LinkedInhttps://www.linkedin.com/in/mikaela-rohn/
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Welch is engaged, or continues to be engaged, to provide investment advisory services.