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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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