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Our Team

The 3D team is comprised of highly motivated professionals that seek to make a difference in our client's lives. Our expertise helps us determine the solutions we bring to our clients and help them reach their financial goals.

Jon A Youatt CLU®, CFP®

Wealth Management Advisor

Nick M Walker IIICFP®, RICP®

Wealth Management Advisor

Joseph Funderburk CFP®

Financial Advisor

Heather Cole

Financial Representative Assistant

Joan B Mitchell

Director of Investment Operations and Services

Andrea M Beaver

Associate Financial Representative