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Our People

Our experienced team offers deep expertise in retirement planning services, family office services, personal investment and portfolio management, corporate benefits, and OCIO solutions.

Explore our team members below.

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Amanda L. Ahmed

Chief Operating Officer & Director of HR

Huntsville, AL

Emma Anderson

Wealth Advisor and Financial Planner

Huntsville, AL

David Austin

Family Office Advisor

Washington, DC

Ace Azaroff

Corporate Benefits Specialist

Huntsville, AL

Michael Bates, JD

Chief Compliance Officer & General Counsel

Huntsville, AL

Tony Benson, CFA®

Senior Portfolio Manager

Washington, DC

LeRoy A. Bizzell, Jr., CRCP®

Senior Wealth Advisor

Nashville, TN

Katie Blackwood

Client Experience Specialist

Huntsville, AL

Jason Blount

Chief Financial Officer

Huntsville, AL

Beverly Brackins, CFP®

Wealth Advisor

Nashville, TN

Tucker V. Braddock

Senior Wealth Advisor

Annapolis, MD

Demetria Braudaway

Senior Client Service Representative

Huntsville, AL

Autumn Bray

Team Administrator

Huntsville, AL

Natalia Chiang Brena

Executive Assistant

Washington, DC

Brooke Brown

Client Service Representative

Huntsville, AL

Robert G. Burleson, Jr., CFP® CRPC®

Senior Wealth Advisor

Greenville, NC

Drew Chapman

Senior Wealth Advisor

Huntsville, AL

Amber Christopher, FPQP®

Family Wealth Manager

Washington, DC

Michelle H. Cook

Wealth Advisor

Mobile, AL

Scott Copeland, AIFA®

Director of Corporate Services

Huntsville, AL

Henry Cowan, CFP®, MBA

Wealth Advisor

Huntsville, AL

Morgan Crampton

Client Service Representative

Huntsville, AL

Jonathan Crawford

Senior Wealth Advisor

Birmingham, AL

Traci Crowder

Client Service Representative

Huntsville, AL

Richie Cummings

Family Office Analyst

Washington, DC

Parker Dean, CFA®

Portfolio Manager

Washington, DC

Nick Despins, CFP®

Senior Family Office Associate

Washington, DC

Tim Doozan, CFP®

Senior Wealth Advisor

Greenville, SC

Caleb Duke

Wealth Advisor

Huntsville, AL

Aaron Eppard, CFP®

Family Wealth Manager

Washington, DC

Kyle D. Findlay, CFP®

Senior Wealth Advisor

Huntsville, AL

Josh Floyd

Wealth Advisor

Nashville, TN

Lesley Forde

Bookkeeper

Washington, DC

W. Caleb Fore, CFP®

Wealth Advisor and Lead Planner

Huntsville, AL

Nathaniel Frank

Client Service Representative

Nashville, TN

Laura Fuenzalida

Executive Assistant and HR Administrator

Washington, DC

Ethan Gannuch

Client Service Representative

Huntsville, AL

Seth Grabowsky

Performance and Reporting Manager

Washington, DC

Courtney Green

Senior Investment Operations Manager

Huntsville, AL

Whit Guthrie

Wealth Advisor

Chattanooga, TN

Alex Himmelsteib

Junior Portfolio Manager / Senior Family Office Associate

Washington, DC

Caleb Horton

Client Service Representative

Huntsville, AL

Jesse James

Controller

Huntsville, AL

Scott Jenkins

Director of Information Technology

Huntsville, AL

Natinael Kefle

Sr. Family Office Associate/Strategic Partnership Relationship Manager

Washington, DC

Matt Kerr, CFA®, CFP®

Family Wealth Director

Chattanooga, TN

Vanessa Kraus, CFP®

Family Wealth Director

Washington, DC

Jason D. Landers, CFP®

Senior Wealth Advisor

Huntsville, AL

David L. Little

Wealth Advisor

Huntsville, AL

Matt Martindale

Wealth Advisor

Annapolis, MD

Bart Massey

Family Office Tax Accountant

Washington, DC

Robert C. Mayes

Chief Executive Officer

Huntsville, AL

Alex McCay

Accounting Manager

Huntsville, AL

Lyle Minton

Chief Investment Officer

Huntsville, AL

Joseph A. Moore, CFP®

Chief Wealth Officer

Washington, DC

Karen Morrison

Investment Operations Specialist

Washington, DC

Thomas O’Connor, CFP®

Senior Wealth Advisor

Huntsville, AL

Erin O’Leary

Client Service Representative

Annapolis, MD

Steven O’Leary

Senior Wealth Advisor

Annapolis, MD

Brianna Parker, CFP®

Wealth Advisor

Huntsville, AL

Dave Parks

Executive Chairman

Washington, DC

Brittnie Parks

Client Service & Compliance Representative

Huntsville, AL

McCauley Pendergrast

Portfolio Manager

Huntsville, AL

J. Michael Perry

President

Washington, DC

Fenn Reeder

Senior Family Office Associate

Washington, DC

Charles Robinson

Senior Wealth Advisor

Birmingham, AL

Drew Singleton

Senior Portfolio Manager

Washington, DC

Steven L. Skancke, Ph.D.

Chief Economic Advisor

Washington, DC

Gabriela Slattery

Senior Family Office Associate

Washington, DC

Dan Smith

Financial Advisor

Washington, DC

Gisle Sorli, CFP®

Family Wealth Director

Washington, DC

Steve South

Senior Advisor to the President

Washington, DC

Michael Stanley, Jr., MBA, CExP™

Mergers and Acquisitions
Wealth Advisor

Huntsville, AL

Luke Stockstill

Client Service Representative

Washington, DC

John Sullivan

Family Office Associate

Washington, DC

Marissa Taylor, CFP®

Senior Client Relationship Manager

G. Matthew Thornett

Senior Family Wealth Director

Washington, DC

Alan Titus

Family Office Counsel

Washington, DC

Blake Waggoner

Wealth Advisor

Huntsville, AL

Sharon Wales, CRPC®

Client Relationship Manager

Huntsville, AL

Kyle Wegrzyn, CTS™, CFP®

Wealth Advisor

Huntsville, AL

Lisa Wiseman

Senior Wealth Advisor

Huntsville, AL

Rhonda Womack

Sr. Family Office Tax Administrator

Washington, DC

Rachel Zurich

Family Office Marketing Director

Washington, DC