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Prospective Client
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The Team
APPROACH
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Blog
Videos
Book
TELL US WHO YOU ARE
Prospective Client
Current Client
Industry Professional
About
Our Story
The Team
APPROACH
Core Services
Investment Philosophy
Resources
Blog
Videos
Book
Meet Our Team
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
Ally Smith
Operations Specialist
Peter Roselle
Director - NYC