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Josh Andrews
Joellene Aylor
Gregg Biro

Gregg Biro

Director of Business Development

Natalie Campese

Associate Wealth Advisor
Bev Coble

Bev Coble

Director of Human Capital
Andrew Colombino
Amy Davis
Mike Davis

Mike Davis

Founder/CEO/Wealth Advisor
Kelley Espinosa

Kelley Espinosa

Client Coordinator
Frank Garcia

Frank Garcia

Co-Chief Investment Officer/Wealth Advisor
Taylor Mace

Taylor Hughes

Communications Coordinator
Johnnie James
Nicole Jeffries

Nicole Jeffries

Client Coordinator
Karla Keeney

Karla Keeney

Director of Technology
Bethany Kolacsky

Bethany Kolacsky

Administrative Assistant/Receptionist
Steve Mackall

Stephen Mackall

Director of Operations/Co-Chief Investment Officer
Mike Masur

Mike Masur

Chief Financial Officer/Wealth Advisor
Helen Mize

Helen Mize

Specialist Wealth Advisor

Heather Mulcahy

Client Services Specialist
Linda Palonen

Linda Palonen

Wealth Advisor
Rachel B. Parks

Rachel B. Parks

Administrative Assistant
Ernie Phillips
Nicole Regilio

Nicole Rutledge Regilio

Director of Financial Planning/Wealth Advisor

Kattia Roedel

Client Service Specialist
LaShonda Royal

LaShonda Royal

Client Service Specialist
Brenda Shofner

Brenda Shofner

Operations Manager

Kimberly Sterling

Vice President/Wealth Advisor

*No relation