Mary is a gifted listener, problem solver and accountability partner who helps advisors create their ideal business. With over a decade of experience, Mary focuses her energy, enthusiasm and analytical thinking towards helping individual advisors and their teams improve not only their professional lives, but their personal lives as well.

Mary’s career in the financial services industry began in 1999, under the shingle of First Union Securities, focusing on process improvements from new account opening to advisory products and services. Having a broad view of investment services has made her empathetic to the challenges advisors face in an ever-changing environment. Mary has experience with more than 300 individual advisors, equating to over 5,600 hours of coaching engagement.

With her roots in the Midwest, Mary earned a B.S. in Advertising from Ball State University. She holds the General Securities Representative (Series 7) license, is a Registered Corporate Coach (RCC^TM), holds the Accredited Behavioral Finance Professional^TM designation, and completed the Applied Behavioral Finance Certificate through the Investment & Wealth Institute.

Mary lives in rural Montpelier, Virginia with her husband Tommy and their daughter Sarah. She spends time caring for her gardens, furry friends and many projects. She also serves as a Chief Officer of Elections for Hanover County and is very active with her Church.

"My Financial Virtues profile helped me better understand why I react to certain market changes and have this feeling that I’m being left behind. The information helps me now understand my own strengths and feelings about my family’s finances."

As Founder of Left of the Decimal Point and Davidson Wealth Management &Partners, Chris has, at some point, most likely been in your shoes. He has four decades of experience as a player coach. He may not know what will work for you, but his experience, empathy, deep listening and questions can help you sort it out. Strength Finder says Chris’s themes are belief, connectedness, learner, ideation and responsibility. In short, Chris is a lifelong learner, motivated by his faith to serve others through connection of people, resources and ideas.

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Kendra Thompson is a 25-year wealth management veteran with a track record of helping leading financial institutions modernize how they grow by strengthening the advisor experience, improving consistency of client outcomes, and building scalable operating models that support organic growth.

Over her career, Kendra has led and advised diverse teams across firms including Merrill Lynch, HSBC, Raymond James, Accenture, and Deloitte, focused on the future of advice and investing. Her work centers on a practical question: what are top-performing firms doing to equip advisors to win trust, deepen relationships, and retain assets across generations and how can those behaviors be systematized across a broader platform.

Kendra is the Founder and Principal of Epok Advice, a boutique consulting firm serving the financial services industry. She advises executive teams and boards on strategy and execution across organic growth acceleration, high-performance sales, operating model design, and M&A integration. She also leads teams delivering AI-enabled workflow transformation, digital enablement, and organizational change - helping firms move beyond point solutions to integrated, advisor-centric experiences that measurably improve productivity, retention, and wallet share.

A champion of FinTech innovation, Kendra also serves as an advisor to private equity and startup leaders seeking to operationalize new technology and modernize wealth management - bridging strategy, product, and execution to help teams deliver real lift in advisor performance and client engagement.

"My Financial Virtues showed me that I am receptive to exploring financial scenarios and new ideas but tend to make financial decisions quickly and with confidence."

As a business advisor, teacher, and coach, Scott Yost works with family business owners who want to make smart strategic decisions today so they can maximize value and exit on their terms.

Scott has more than three decades of experience with his career spanning the practice of law, wealth management, and executive coaching. After twenty-four years practicing as a corporate transactions, real estate, and estate planning attorney, Scott shifted his focus to advisor development, joining Wells Fargo Advisors' DELTA Team in 2012, where for over nine years he helped successful financial advisors sharpen their practice management, acquire ideal clients, and build trusting relationships with top-tier clients and subject matter experts.  

Atlas Point is excited to welcome and work with Scott in his latest coaching role where he will share his energy, enthusiasm, and experience, along with Atlas Point’s Solutions, to help our wealth management firms and financial professionals drive repeatable, scalable growth with proven solutions and industry expertise.  

After completing Atlas Point’s Financial Virtues Behavioral Survey, Scott reinforced what he believed to be true about himself:  "My Financial Virtues showed me that I am curious to new ideas and generally optimistic about the future. I have compassion for others and am generous and supportive."  

To learn more about Scott Yost, please visit his LinkedIn profile at:  https://www.linkedin.com/in/casper-scott-yost-8a125649