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JEFF THOMAS

FOUNDER & CEO

CALE DOWELL

CHIEF OPERATING OFFICER

CHIP BRACKLEY

DIRECTOR — ATLANTA

KANE MCGUKIN

Sr. DATA STRATEGIST

SARAH FONTENOT

SR. WEALTH ADVISOR

ETHAN POLLARD

VP OF PORTFOLIO MANAGEMENT

LAURIE LOUGHER

SR. CLIENT EXPERIENCE MANAGER

EDDIE ENGLISH

DIRECTOR OF CORPORATE DEVELOPMENT

TREVOR HARRIS

BUSINESS DEVELOPMENT SPECIALIST

CRAIG DAWSON

DIRECTOR - FAMILY OFFICE

MIKE RICHTER

DIRECTOR - HOUSTON

CHRIS GARDNER

DIRECTOR — Georgia

JAMES LEOPOLD

WEALTH ADVISOR

RHETT WALLACE

WEALTH ADVISOR

CHARLES SHIVER

WEALTH ADVISOR

ANNE SCHRUBA

CLIENT EXPERIENCE MANAGER

ALLY SMITH

OPERATIONS SPECIALIST

GWEN DAVIS

Sr. Client Experience Manager

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