Our Investment Team
President
Nick Crow, CFA®
Lead Portfolio Manager
Bryan Hinmon, CFA®
Portfolio Manager
Tony Arsta, CFA®
Investment Analyst
Shelby McFaddin, CFA®
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
Wealth Advisor
Wiley Belknap
Senior Wealth Advisor
John Freemire, CFP®
Wealth Advisor
Chris Garrett, CFP®, RICP®
Wealth Advisor
Jennifer Goodwin, CFP®
Wealth Advisor
Grace Kim, CRPC®
Wealth Advisor
Michelle Leichtner, CFP®
Senior Wealth Advisor
Hali London, CFP®
Wealth Advisor
Mike Padilla
Wealth Advisor