Jeff Thomas

Founder and CEO

Cale Dowell

Chief Operating Officer

Chip Brackley

Director - Atlanta

Sarah Bradley

Sr. Client Advisor

Ethan Pollard

VP of Portfolio Management

Josh Arrington

Sr. Business Development Manager

Laurie Lougher

Sr. Client Experience Manager

Kane McGukin

Senior Data Strategist

Leslie Adame

Marketing Manager/Wealth Advisor

Trevor Harris

Business Development Specialist

Anne Schruba

Client Experience Manager

Mike Richter

Director