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
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
Liz Switzer, CFP®
Our Client Experience Team
Director of Client Experience
Cristina Munteanu
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 Associate