Our Valuable Team Members

Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Managing Partner
Bruce Williams, CFA
Bruce Williams, CFAPartner
Barrett Geist, CFP®
Barrett Geist, CFP®Portfolio Manager
Brian N. Jackson, CFA, CFP®, CTFA
Brian N. Jackson, CFA, CFP®, CTFAPortfolio Manager
Matthew Kelly, CFP®, CIMA®
Matthew Kelly, CFP®, CIMA®Portfolio Manager
Michael Lossing, CFP®
Michael Lossing, CFP®Portfolio Manager
Rich Antonio
Rich AntonioAssociate
John Ellison
John EllisonAssociate
Stephen Mandracchia
Stephen MandracchiaAssociate
Taylor Manly
Taylor ManlyAssociate
Andrea Renouard
Andrea RenouardAssociate
Missy Leonard
Missy LeonardJunior Associate
Carla Brown
Carla BrownExecutive Assistant
Katherine Tanner
Katherine TannerIntern