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