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IQONIC Team

Our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your family's needs. Our focus on client satisfaction and specialized attention combined with our industry knowledge and training creates a climate of success.

Nathan Kinard CFP®

CEO and Private Wealth Advisor

Mac Barnes CFP®

Private Wealth Advisor and Founding Partner

Steve Scott

Private Wealth Advisor

Raymond L Bertasi CLU®, ChFC®, CFP®

Private Wealth Advisor

Eric Seaman

Private Wealth Advisor

Levi Wolters

Director of Special Projects

Abigail Augusta Lee

Client Onboarding Specialist

Kevin Richardson

Financial Planning Analyst

Matthew Snook

Client Onboarding Specialist

Ross Fulgham

Planning Manager

Amy Mattison

Executive Assistant