Our Team

Meet The Fiduciary Group
Passionate. Proactive. Experienced.

We lead with care and a shared passion for guiding wealth.

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MALCOLM BUTLER

President & CEO

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JOEL GOODMAN, CFA

Chief Investment Officer

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SCOTT McGHIE, CFA

Director of Portfolio Management

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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

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CAMERON KIZZIRE ALBACH

Communications & Office Manager

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COLIN DUVALL, CPFA®

401(k) Investment Advisor

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DEBRA BRAGG

Client Services Associate

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HAYDEN L. BLOW, CFA

Research Analyst

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JARED HAMMERS, CFA

Portfolio Manager

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Client Services Associate

President & CEO

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JUSTIN KOHLER, CFP®, CAIA®

Wealth Advisor

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KIMBERLY BEITER

Client Services Associate

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KYLE POWERS, CFP®, AIF

Director of 401(k) Advisory Services

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MICHAEL McLEOD, CFP®, CTFA

Senior Wealth Advisor & Director of Financial Planning

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SHANON CADDICK, CPA, IACCP®

Chief Compliance Officer & Finance Director

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YULIYA KENNEDY

Client Services Associate

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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