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