How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Barbara P. Phipps , J.D.*, CBEC®, CRPC®
Sr. Consultant, Intellectual Capital, National Planning Institute
Bonnie Davenport
Practice Manager
Bonnie is our client's go-to person if you have a question. She helps keep the practice organized by answering client questions, prepping for all meetings, and running all external social media feeds. Her top priority is to run an...
Charles D. Davenport CFP®, ChFC®, CLU®
Founder & Private Wealth Advisor
Charles D. Davenport CFP®, ChFC®, CLU®, CRPC®, CRPS® is the Founder and Wealth Advisor for GO Strategic Advisory® PLLC and a phenomenal problem solver dedicated to providing Guidance Oriented solutions with a hear
Christopher M. Fromm, CFP®, CBEC®, ChFC®
Sr. Consultant, Intellectual Capital, National Planning Institute
Dianna Parker, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax...
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design Advanced Planning
Listed in numerous sections and editions of Who’s Who (including Who’s Who in American Law and Who’sWho in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance)...
Russell G. Jones
VP, Planner Development, National Planning Institute
Primary area of expertise is developing key concepts and strategies for the high net worth market. Main platform speaker at the annual conference of the International Association of Financial Planning, theAllied Jewish...
Timothy S. Johnson
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealthmanagement. BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University Schoolof Law. Holds...