Our Investment Team

President
Nick Crow, CFA®

Lead Portfolio Manager
Bryan Hinmon, CFA®

Portfolio Manager
Tony Arsta, CFA®

Investment Analyst
Shelby McFaddin

Portfolio Manager
Jeremy Myers, CFA®

Portfolio Manager
Michael Olsen, CFA®

Investment Analyst
T.J. Piggott, CFA®

Portfolio Manager
Nate Weisshaar, CFA®

Investment Analyst
Ben Wong

Senior Trader
Michael Leichtner

Senior Trader
Anthony Price

Trading Operations Analyst
Katie Webster
Our Wealth Advisors

Director, Financial Planning
Megan Brinsfield, CFP®, CPA

Director of Client Relations
Michael Hunter

Wealth Advisor
Wiley Belknap

Senior Wealth Advisor
John Freemire, CFP®

Wealth Advisor
Chris Garrett, CFP®, RICP®

Wealth Advisor
Jennifer Goodwin

Wealth Advisor
Grace Kim, CRPC®

Senior Wealth Advisor
Hali London, CFP®

Wealth Advisor
Mike Padilla

Senior Wealth Advisor
Joe Perna, CFP®, CFA®

Wealth Advisor
Garret Ring

Wealth Advisor
Justin Rivera, CFP®, CFA®

Wealth Advisor
Liz Switzer, CFP®
Our Client Experience Team

Director of Client Experience
Cristina Munteanu

Client Experience Specialist
Cami Capasso

Client Experience Specialist
Jared Chase

Client Experience Associate
Emily Downie

Client Experience Specialist
Eric Eiserman

Client Experience Associate
Trey Fernandez

Client Experience Associate
Victoria Freeman

Client Experience Specialist
Kevin Nguyen

Client Experience Associate
Michelle Leichtner

Client Experience Specialist
Ayanna Thomas

Client Experience Specialist Team Lead