Intro - Root Financial

Meet your lead advisors 🤝

Carly Jeavons, CFP®

Lead Financial Advisor

Chris Riboli, CFP®, CPA

Lead Financial Advisor

Chelsea Gonzales, CPA, CEPA®, CFP®

Lead Financial Advisor

JT Trimble, CFP®️

Lead Financial Advisor

Katie Kavehrad, CFP®, CAP®

Lead Financial Advisor

Brandon Woods, CFP®, CKA

Lead Financial Advisor

Jordan McConnell, CFP®

Lead Financial Advisor

Paul Layton, CFP®

Lead Financial Advisor