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JEFF THOMAS
FOUNDER & CEO
CALE DOWELL
CHIEF OPERATING OFFICER
CHIP BRACKLEY
DIRECTOR — ATLANTA
KANE MCGUKIN
DATA STRATEGIST
SARAH FONTENOT
SR. CLIENT ADVISOR
ETHAN POLLARD
VP OF PORTFOLIO MANAGEMENT
LAURIE LOUGHER
SR. CLIENT EXPERIENCE MANAGER
EDDIE ENGLISH
DIRECTOR OF CORPORATE DEVELOPMENT
JOSH ARRINGTON
SR. BUSINESS DEVELOPMENT MANAGER
TREVOR HARRIS
BUSINESS DEVELOPMENT SPECIALIST
CRAIG DAWSON
DIRECTOR - FAMILY OFFICE
MIKE RICHTER
DIRECTOR - HOUSTON
PETER ROSELLE
DIRECTOR — NYC
TJ WALKER
DIRECTOR - OREGON
JAMES LEOPOLD
CLIENT ADVISOR
RHETT WALLACE
CLIENT ADVISOR
ANNE SCHRUBA
CLIENT EXPERIENCE MANAGER
ALLY SMITH
OPERATIONS SPECIALIST
GWEN DAVIS
Sr. Client Experience Manager
CARRIE JORGENSEN
Client Experience Manager
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