Meet Our Team

 

Kane McGukin

Senior Data Strategist

 

Chip Brackley

Director - Atlanta

 

Laurie Lougher

Sr. Client Experience Manager

 

Jeff Thomas

Founder and CEO

 

Cale Dowell

Chief Operating Officer

 

Josh Arrington

Sr. Business Development Manager

 

Sarah Bradley

Sr. Client Advisor

 

Ethan Pollard

VP of Portfolio Management

 

Leslie Adame

Marketing Manager/Wealth Advisor

 

Mike Richter

Director

 

Anne Schruba

Client Experience Manager

 

Conner Combs

Wealth Advisor

 

Peter Roselle

Director - NYC

 

Pat Combs

Director

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