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JEFF THOMAS
FOUNDER & CEO
CALE DOWELL
PRESIDENT
CHIP BRACKLEY
Managing DIRECTOR — ATLANTA
MONICA AGOSTINELLI
CHIEF ADMINISTRATIVE OFFICER
SARAH FONTENOT
Director - Training & Development
MIKE RICHTER
Sr. Vice President
KANE MCGUKIN
Sr. DATA STRATEGIST
LAURIE LOUGHER
SR. CLIENT EXPERIENCE MANAGER
ETHAN POLLARD
VP - PORTFOLIO MANAGEMENT
TREVOR HARRIS
BUSINESS DEVELOPMENT SPECIALIST
JAMES LEOPOLD
SR. WEALTH ADVISOR
CRAIG DAWSON
DIRECTOR - FAMILY OFFICE
CHRIS GARDNER
Sr. Wealth Advisor
CHARLES SHIVER
WEALTH ADVISOR
JOSEPH HARP
ASSOCIATE
ANNE SCHRUBA
CLIENT EXPERIENCE MANAGER
GWEN DAVIS
Sr. Client Experience Manager
ALLY SMITH
OPERATIONS SPECIALIST
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