Greg Hill, CEPA®

Known for his calm, steady presence and ability to simplify complex decisions. He is typically the first call clients make for life’s biggest moments.

James Norton, CEPA®

Grounded in his 4F Framework, James believes true abundance is whole-life alignment. A calming, lifelong coach through every season.

Laura Warta, CFP®, ChFC®

As a Financial Planner, I work with women at pivotal points in their lives, when the choices in front of them carry real weight.

Bettie Zimmerman, AIF®, CPFA®

As a Financial Advisor, I work with high-achieving professionals, business owners, and families whose growing wealth has brought greater responsibility and increasing financial complexity.

Josh Hill, CFP®

As a CERTIFIED FINANCIAL PLANNER® professional, I work with mid-career executives, entrepreneurs, and multi-generational families.

Tony Hayden

I work primarily with entrepreneurs, landowners, and multigenerational families whose financial lives have become increasingly complex.

Taylor Slavens

The engine that keeps Pisces Wealth running at its highest level, overseeing operations, marketing, and client experience.

Sophie Simes

A rare combination of precision, empathy, and calm under pressure. Sophie oversees account administration and coordinates the team.

Cooper Roth

Supports our advisors and clients with planning coordination, helping to implement strategies and keep client plans current.

Jazmine Winter