Who We Are

Here to Serve

When passionate people work toward a common goal, success follows. Each member of our team brings unique experiences, perspectives, and skills to the table and we plan to serve you now and for generations to come. We want to meet you where you are on your financial journey and design strategies to help you get where you want to be. 

Photo of Luke Aull, CFP<sup>®</sup>

Luke Aull, CFP®

President,
Financial Advisor

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Jennifer Herendon

Financial Advisor

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David Miller

Financial Advisor

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Stephen Neu

Financial Advisor

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April Binkley

Financial Advisor

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Samuel Smith

Financial Advisor

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Haili Thaxton

Client Administrative Manager

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Molly Mahana

Client Administrative Manager

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Striving to Make the Complex Simple

We know planning for a comfortable future or a lasting legacy can be difficult to do on your own, especially when it feels overwhelming. We simplify your financial world by helping you solidify your goals, understand your options, and create a plan that aligns your wealth with your values. Our tailored approach guides you in building a better future so that you can spend your time doing what you love with the people who matter most.

A hierarchical organizational chart showing the relationship between Steward Partners Global Advisory and its custodians: BNY Mellon Pershing, Goldman Sachs, and Raymond James. Steward Partners Global Advisory is at the top, with lines connecting to the three custodians below.

Clearing The Path

We have partnered with key industry players in an effort to enhance our services and access advanced resources, elevating your wealth management journey. Our association with Steward Partners broadens our reach, providing us with a vast network to address and support your planning needs.