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Our Team

All
Founding Partners
Advisors
Analyst / Research
Family Office
Client Services / Operations

William Beynon President & CEO
Joe Moglia Chairman
Lewis Johnson Chief Investment Officer
Blaine Ferguson Partner | Chief Operating Officer
Kevin Erndl Partner | Portfolio Manager
Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Zev Abraham Director of Research
Richard Knepfler Chief Financial Officer, CPA
Kimberly Key Chief Compliance Officer, CRCP®, JD
Todd Sampson Managing Director | Wealth Advisory Operations
Charles Rainbolt Managing Director | Risk Management
Jeffrey Galati Managing Director | Private Wealth Management, CFP®, CLU®
Roxane Galati Managing Director | Private Wealth Management, CFP®
John Walker Executive Vice President | Private Wealth Management, AEP®, CFP®
James Love Executive Vice President | Private Wealth Management, CFP®
Mike Martin Executive Vice President | Private Wealth Management
Deb Minnick Senior Vice President | Private Wealth Management, CFP®
Joseph Tornincaso Senior Vice President | Private Wealth Management
Jay Folz Senior Vice President | Private Wealth Management, CFA®
Lori Taylor Senior Vice President | Private Wealth Management, CFP®
Daniel London Senior Vice President | Private Wealth Management
Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
Shad White Vice President | Private Wealth Management
Colleen Murphy Vice President | Private Wealth Management
Karen Vilorio Muchnik Vice President | Private Wealth Management
Drew Isaacson Vice President | Private Wealth Management, CFP®
Jo Anne Keck Vice President | Private Wealth Management
Lane McCallum Associate Advisor | Private Wealth Management
Daniel Howell Associate Advisor | Private Wealth Management, CFP®
Susie Mulry Director of Human Resources & Operations
Pattie Imperial Strategic Talent Acquisition Director
Vivien Preece Director of Insurance Services
Samantha Nalbach Director of Marketing
Cassie Bishop Vice President | Client Services
Alex Bouton Associate Portfolio Manager
Devon Preece Senior Underwriter | Insurance
William McClure Senior Analyst
Brenda Lawrence Family Office Manager
Mikaela Hutton Client Services Manager
Grant Matricciani Client Services Manager
Brittany Cankar Client Services Manager
Tyler Knight Operations Associate
Mark Matten Operations Associate
Sashane Johnson Marketing Associate
Victoria Freemyer Client Services | Operations
Joshua Pilling Information Technology and Facilities Manager

FLORIDA | Naples (HQ)

NORTH CAROLINA | Charlotte & Cary

LOUISIANA | New Orleans

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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