Associates

Phoebe Addice, CPCU®, AAI®, API™, AIS™

Property and Casualty Advisor

Jen Ade

Office Manager

Sierra Argyle

Client Care Associate

Matt Barber, CFA®, CFP®

Advisor

Kelly J. Becker

Insurance Client Care Associate

Maria G. Bell

Senior Mortgage Consultant

Michael H. Bennett

Investment Analyst

Cheryl A. Brown

Client Care Associate

Mimi A. Cooley

Marketing & Events Specialist

C. Bryan Craig, CFP®

Advisor

Jonathan A. Galvis

Investment Analyst

Valentina Gonzalez

Planning Associate

Anna Reid Esoda

Investment Analyst

Jennifer Gay

Senior Client Care Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Senior Risk Management Consultant

Evelyn B. Green

Senior Client Care Associate

Wade Hill, CFP®

Investment Analyst

Tyler Hogan

Planning Associate

Chadwick L. Hunt

Investment Analyst

Jordan A. Hutchison, MS, BFA™

Advisor

Bradley K. Kaufman, CAIA

Investment Analyst

Connie Kelly

Senior Client Care Associate

David J. Langley

Investment Analyst

Moc Ly, MCP, CCNA

Network Engineer

Meghan P. McBride

Planning Associate

Ryan Moore

Ryan C. Moore

Planning Associate

Alex J. Moss, CFP®

Planning Associate

Anna H. Ngo, CFP®, CDFA®

Planning Associate

Clara C. Parris, CFP®

Senior Planning Associate

Gita Patel

Client Concierge

Allison F. Porter, MBA

Planning Associate

Emily Roberts

Client Care Associate

Graham H. Reynolds

Initiative Associate, SignaturePRO

Kristen L. Rogers

Client Care Associate

Brandon Simmons

Client Care Associate

Jennifer T. Stephenson, CPA

Senior Planning Associate

Catie M. Stewart, MBA

Senior Planning Associate

Kimberly B. Stewart

Senior Client Care Associate

Charity A. Swan

Senior Client Care Associate

Elizabeth Walsh, CFP®

Senior Planning Associate

Tony Welch, CFA®, CMT

Investment Analyst

Blake Williams, MBA, AFC®, CFP®

Advisor