Associates

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

Property and Casualty Advisor

Jen Ade

Office Manager

Sierra Argyle

Client Care Associate

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

Elias J. Crist

Planning Associate

Elizabeth DiPaolo, CFP®

Senior Planning Associate

Anna Reid Esoda, CFA®

Investment Analyst

Keilah Everett

Assistant Director of Operations

Jonathan A. Galvis

Investment Analyst

Jennifer Gay

Senior Client Care Associate

Valentina Gonzalez

Planning 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

Jovan Johnson, MBA

Planning Associate

Bradley K. Kaufman, CAIA

Investment Analyst

Connie Kelly

Senior Client Care Associate

David J. Langley

Investment Analyst

McKenna H. Law, CFP®

Planning Associate

Moc Ly, MCP, CCNA

Network Engineer

Meghan P. McBride

Planning Associate

Ryan Moore

Ryan C. Moore

Planning Associate

Alex J. Moss, CFP®

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

Tony Welch, CFA®, CMT

Investment Analyst