Bill Harris

Co-Founder & CEO

Eric Cramer

Chief Investment Officer

Nate Smith

Chief Operating Officer

Leonardo Betancourt

Full Stack Software Developer

Jenni Brown

Chief Marketing Officer

Andy Bunch

Personal Wealth Advisor

Jeffrey Grossman

Portfolio Manager

Dan Mcdonald

Director Of Product

Hannah Morris

Receptionist

Matt Edmiston

Associate Advisor

Taylor Putnam

Relationship Manager

Xavier Herschberg

Personal Wealth Advisor

Michael Sorrow

Personal Wealth Advisor

Marcia Mayoue

Personal Wealth Advisor

Michael Brocker

Personal Wealth Advisor

Dennis Booker

Personal Wealth Advisor

J.P. Scott

Personal Wealth Advisor

Forrest Robertson

Personal Wealth Advisor

John Ray

Personal Wealth Advisor

Michel Cowdery

Relationship Manager

Mary Pemberton

Relationship Manager

Karen Chermak

Relationship Manager

Darrick Alford

Chief Financial Officer

Duncan Meredith

Chief Technology Officer

Karen Chermark

Relationship Manager

Thomas Day Jr.

Portfolio Manager

James Clark III

Associate Advisor

Charles A. Crowley

Personal Wealth Advisor

Heather Callahan

Director, People Operations

Jj Boot

Relationship Manager

Santi Montiel

Relationship Manager

Chase Murray

Wealth Consultant

Jeremy Hermida

Wealth Consultant

Hayes Chamblee

Associate Advisor

Mikhail Harmon

Portfolio Manager

John Giesler

Compliance Specialist

Mark Buffington

Co-Founder, Board Member

Sarah R. Watchko

Estate Planning Advisor

Agustin Vega

Relationship Manager

CJ Young

Associate Advisor

Melissa Bunson

Relationsip Manager

J.P. Vincent

Advisory Board Member

Loring McDonald Scott

Marketing & Events Coordinator

Allie Powell

Tax Advisor

Jack Barone

Associate Advisor

Mollie Hagerty

Relationship Manager

Amanda Culpepper

Senior Accountant

Ryan Merriman

Associate Advisor

J Randall Carroll

Chairman of the Board