Andrew Crews, CFA

Co-Founder, Wealth Advisor

John Oglesby, CFA

Co-Founder, Wealth Advisor

John Viani

Co-Founder, Sr. Wealth Advisor

Ryan Floyd, CFA, CFP®

Principal, Wealth Advisor

Geoff Gober, CFP®

Principal, Wealth Advisor

Andrea Thompson, IACCP®

Principal, Chief Compliance Officer

Chase Bailey, CPA

Investment Associate

Candiss White

Client Services Associate

 

Ellen Marsh

Client Services Associate

 

Phil Larkins

Emeritus