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Our Team

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

Deb Minnick Managing Director | Southeast, CFP®
Richard Knepfler Chief Financial Officer
Jeff Sutton Chief Compliance Officer
Todd Sampson Director of Investment Advisory & Client Services
Vivien Preece Director of Insurance Services
Charles Rainbolt Director of Risk Management
Samantha Nalbach Director of Marketing
Susie Mulry Office Manager
Lisa Waite Operations | Client Services Manager
Cassie Bishop Operations | Client Services Manager
Ashley Brenlla Analyst | Client Services Manager
Devon Preece Underwriting | Personal Financial Planning
Mindy Mannino Operations | Client Services
Karen Vilorio Muchnik Operations | Client Services
Victoria Freemyer Client Services
Ann Lacoste Client Services
Joshua Pilling Information Technology and Facilities Manager
Elliott Singer Consultant

FLORIDA | Naples (HQ) / Miami

NORTH CAROLINA | Charlotte / Mooresville

NEBRASKA | Omaha

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