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Our Team

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

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
Deb Minnick Senior Vice President | Private Wealth Management, CFP®
Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
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
Devon Preece Senior Underwriter | Insurance
Lisa Waite Vice President | Client Services
Cassie Bishop Vice President | Client Services
Mikaela Latimer Client Services Manager
Nikki Mauriello Client Services Manager
Tyler Knight Operations Associate
Victoria Freemyer Client Services | Operations
Ann Lacoste Client Services
Joshua Pilling Information Technology and Facilities Manager

FLORIDA | Naples (HQ)

NORTH CAROLINA | Charlotte & Cary

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