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Our Team

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Founding Partners
Advisors
Analyst / Research
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Client Services / Operations

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

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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