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