About WB Financial
Windham Brannon Financial Group is proud of the people who serve our clients. Their education, experience, and professional credentials are a valuable resource for our clients.
Amy F. Merrill, CFP®
Principal |
Kristin M. Zeigler
Client Service Administrator |
Chelsea Waddell
Client Service Administrator |
Matt S. Emerich, CFP®, JD
Wealth Advisor |
Helen H. Halloran
Compliance Manager |
Mandi T. Davis, CFP®
Wealth Advisor |
James W. Heard, CFP®
President & CEO |
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James L. Underwood, CPA/PFS, CFP®
Principal |
Rakhee Gor
Portfolio Administrator |
Jennifer E. Acuff, CPA/PFS, CFP®
Wealth Advisor |
Roger G. Ward, CPA/PFS, CFP®
Principal |
Jennifer A. Fazio
Admin Manager/Assistant to Jim Heard |
Samantha Suhajda
Team Clerical Support |
Jennifer J. Jones, CPA, CFP®, CTFA
Trust & Estate Advisor |
Stacy M. Lewis, CFP®
Wealth Advisor |
John F. Edgar, CPA, PFS
Principal |
Todd C. Skelton
Chief Operating Officer |
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