Our Valuable Team Members
Matthew Carter, CFA, CFP®Managing Partner
Brian N. Jackson, CFA, CFP®, CTFAPartner, Sr. Portfolio Manager
Matthew Kelly, CFA, CFP®, CIMA®Partner, Sr. Wealth Advisor
Bruce Williams, CFAOf Counsel
Barrett Geist, CFP®Wealth Advisor
Michael Lossing, CFP®Wealth Advisor
Giancarlo Mateus, CFP®Wealth Advisor
Evan Sweeney, CFP®, RICP®Wealth Advisor
Rich Antonio, CFASenior Associate
John Ellison, CFASenior Associate
Colin BrannanWealth Management Associate
Kelsey FinneyWealth Management Associate
Spencer HeathWealth Management Associate
Daniel MoraWealth Management Associate
Andrea RenouardWealth Management Associate
Jessica ColemanJunior Wealth Management Associate
Roger GokoolResearch Associate
Christian NunezResearch Associate
Debbie DowningOperations Associate
Kylie MattoxOperations Associate
Kami WhislerOperations Associate
Haley PinsonJunior Operations Associate
Carla BrownExecutive Assistant