Jared Cunningham

Jared supports client relationships through thoughtful communication and coordination. He brings extensive experience in client service and a strong focus on trust, follow-through, and clear expectations during transitional moments.

It is planning that allows entrepreneurs to leave their businesses when they want; sell to whom they want, for the money they need; and thus Realize the American Dream.

—Byron McFarland

Meet Our Team

Byron McFarland

Founding Principal

Terri McFarland

Kolbe Consultant

John S. Bruckner, J.D.

Partner

Kayleigh Bain

Client Advocate

Mike Gioseffi

Senior Advisor

Rob Allmand

Senior Associate

Connor Lacy

Partner

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