MEET THE TEAM

Henry C. 'Hank' Adams, Jr.

Director
Business Development
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R. Benton Arnold, CFP®

Director
Business Development
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Amir Atabaki

Wealth Advisor
Wealth Advisor
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Jessica L. Cafferta, JD, CFP®

Director of Financial Planning
Financial and Estate Planning
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David P. Catron, CFA

Wealth Advisor
Wealth Advisor
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Mary E. Cavaleri

Director
Wealth Advisor
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Ami Doshi, CAP®

Director
Business Development
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Steven M. Durk

Director
Business Development
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Chris Ford, CFP®

Associate Wealth Advisor
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Jeff Galbraith

Operations
Operations and Customer Relations
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Brian S. Hattendorf

Principal
Business Development
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Mike Hirsbrunner, CFA

Operations
Operations and Customer Relations
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Scot D. Jackson, CPA, CFP®

Managing Director of Financial Planning
Financial and Estate Planning
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Brandon Keesee

Financial Planning Associate
Wealth Advisor
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Bruce J. Kendrick

Director
Business Development
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Ashish Khanna, JD

Director
Business Development
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Casey Kiger-Thigpen

Relationship Manager
Operations and Customer Relations
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Justin R. Leeson

Director
Business Development
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Molly McClellen

Relationship Manager
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Brad E. McConkey, CFP®

Wealth Advisor
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Steven Paris, CFP®

Director
Business Development
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Kenneth C. Petrashek

Wealth Advisor
Wealth Advisor
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Shelbi Phelps

Relationship Manager
Operations and Customer Relations
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Matt L. Powers, CFP®, CRPC®

Senior Wealth Advisor
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Damah Rankin

Operations
Operations and Customer Relations
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Eric J. Reid, CFP®, CRPC®, CRPS®

Director
Business Development
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Olivia Rojas

Relationship Manager
Operations and Customer Relations
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John D. Schlesinger, CFP®

Director
Wealth Advisor
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John A. Schmit, JD

Portfolio Manager
Portfolio Management
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Gary T. Schoen, CFA

Principal
Portfolio Management
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Namrata Shah 'Lali'

Wealth Advisor
Wealth Advisor
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Hannah Simpson, CFP®

Associate Wealth Advisor
Wealth Advisor
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Jennifer B. Smith-Frazier

Director
Business Development
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Richard G. Sowden, Jr., CFA

Principal
Portfolio Management
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Todd L. Stephens, CFP®

Director
Business Development
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Stan J. Stevenson

Wealth Advisor
Wealth Advisor
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Ira Utay, CFA, CFP®

Director
Business Development
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Darren Walloch, CFP®

Wealth Advisor
Wealth Advisor
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Thomas B. Walsh, CFP®

Managing Director
Business Development
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Steven Walton

Wealth Advisor
Wealth Advisor
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Guy R. Wayman, AIF®

Director
Business Development
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Rhyan Young, CFIP

Director
Business Development
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