Bill Fox CWS®, CLU®, ChFC®, QPFC
Founding Partner
Our Fox Wealth Team
Credentialed Expertise. Personal Commitment.
Our wealth team brings decades of combined expertise, but more importantly, we bring a sincere dedication to acting as your personal advocate. We don’t just analyze your portfolio; we build lasting relationships to help you confidently protect and grow your legacy.
Holden Fox CWS®, AIF®
Managing Partner
Josh Renfro CWS®
Managing Partner
Max Clark CFP®
Partner
Laura Cooper AIF®
Partner
Adam Weber
Partner
Shawn Fogerty
Director of Operations
Paul Renfro
Wealth Advisor
Patrick Lantzy CFP®, CDFA®
Wealth Advisor
Jim Baker CPFA®, MBA
Wealth Advisor
Waqar Meyer
Wealth Advisor
Logan DeRosier CFP®
Wealth Advisor
Leilani Shortt CFP®
Head of Advisor Support
Adam Cohen
Advisor Support Associate
David Berry
Lead Equity Trader
Jennifer Radford
Advisor Support Associate
Travis Eaton CPA, MPA
Internal Tax Strategy Analyst
Bailey Fox
Head of Client Support
Kem Yeary
Client Liaison
Tiffani Escobar
Client Liaison
Estella Arredondo
Client Liaison
Kathy Torres
Client Liaison
Tiffany Smith
Client Liaison
Heather Alexander
Client Liaison
Brenda Burgett
Client Liaison
Julie Wofford
Client Liaison
Nour Zrein
Client Liaison
Cindy Clouse
Client Liaison
London Chamberlain
Analyst
Noah Cassidy
Executive Assistant
Njeri Lee
Operations Assistant
Let's Start Planning
It starts right here. Our experts are standing by and ready to empower you to build the future you want.
- Schedule a Free Consultation
- Discover Custom Solutions
- Start Building Your Competitive Advantage
