LEADERSHIP TEAM

LEADERSHIP TEAM

Jeff-1

Jeff Thomas

Founder & CEO

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headshot_new

Cale Dowell

PREsident

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Monica-1

Monica Agostineli

chief administrative officer

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Chip-1

Chip Brackley

managing director - atlanta

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THE ARKOS FAMILY 

THE ARKOS FAMILY 

Ally_NEW(1)

Ally Smith

Operations Specialist

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Anne-1

Anne Schruba

Client Experience Manager

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Charles

Charles Shiver

wealth advisor

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Chris

Chris Gardner

Sr. wealth advisor

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Craig

Craig Dawson

Director

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Ethan-1

Ethan Pollard

VP - Portfolio Management

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Gwen 2026

Gwen Davis

Sr. Client Experience manager

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James (1)

James Leopold

Sr. Wealth advisor

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Kane_NEW(3)

Kane McGukin

Sr. Wealth Advisor

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Laurie-1

Laurie Lougher

SR. Client experience manager

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Mike 2026_b

Mike Richter

Sr. vice President

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Trevor-2

Trevor Harris

business development specialist

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Joseph_NEW(1)

Joseph Harp

Associate

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