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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
Cassie Bishop Vice President | Client Services
Devon Preece Senior Underwriter | Insurance
Mikaela Hutton Client Services Manager
Nikki Mauriello 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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