Meet the Dovetail Team
Dovetail’s advisors provide retirement planning and investment management. The operations, compliance, and client-service teams support that work. Together, they help clients follow through on agreed next steps.
Each client has a primary advisory relationship and can receive support from other team members when their work is needed.
Ross Marino, CFP®, CeFT®
Founder & CEO
Ross created Human-First Financial Guidance®. He provides financial guidance to people nearing or living in retirement, including when a change creates a new decision.
Liz Troutman
Chief Operating Officer
Liz leads Dovetail’s Operations and Client Service teams. She oversees the people and processes that support communication and ongoing service.
Mike Giblin, CFP®
CFP® Professional
Mike helps clients evaluate how investment and income decisions fit within the retirement plan. He also reviews tax questions when they affect those decisions.
Bryant Lester, CFP®
CFP® Professional
Bryant supports retirement planning and leads Dovetail’s introductory conversations.
Jeff Kirkpatrick
Financial Advisor
Jeff serves individuals and families through Dovetail’s Georgia office and brings more than 27 years of experience.
Vivian Kirkpatrick
Client Services
Vivian supports clients, Jeff Kirkpatrick, and the administrative work of Dovetail’s Georgia office.
Trey Dowdy, PMP®
Chief Financial & Compliance Officer
Trey oversees Dovetail’s financial operations, compliance program, and supporting internal processes.
Karl Burrell
Client Services Assistant
Karl supports routine operational and client-service requests through Nifty Advisor Support.
Begin With a Conversation
Bryant Lester, CFP®, leads the introductory call. He will learn what prompted you to reach out and answer your initial questions about Dovetail.
If it makes sense to continue, your next conversation will be with Ross Marino, CFP®, CeFT®, or another Dovetail advisor. If you prefer another advisor, just let Bryant know.
