Our Team
Founders
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Jimmy Patton
President and Chief Executive Officer
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J. Marc Albertson, CFP®
Partner, Director Client Services
Wealth Management Team
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David Maloy, CFP®
Partner, Senior Financial Advisor
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Clay Parker
Partner, Senior Financial Advisor
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Charlie Ambroselli, CPA, CFP®
Senior Financial Advisor
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Sara Cameron
Client Services Administrator
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Jennifer McCarthy, CFP®
Partner, Senior Financial Advisor
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Rachel Ayres, CFP®
Senior Financial Advisor
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Abby Herrera
Support Advisor
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Corey Higby
Senior Operations Manager
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Paige Kim, CFP®
Financial Advisor
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Riley Shannon, CFP®
Financial Advisor
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Carly Elliott, FPQP
Support Advisor
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Michelle Riley, FPQP
Sr. Client Administrator
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Marquette Haynes
Sr. Client Administrator
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Colter Parker
Financial Advisor
Investment Services Team
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John Adair, CFA
Senior Portfolio Manager
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Ricky Supan
Partner, Senior Portfolio Manager
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Jacob Barber
Research Analyst/Trader
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Connor Wilkins
Trade Operations and Analyst
Administration Team
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Mary Bryant Brannen
Operations and Office Manager
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Lisa Patton, IACCP, SHRM-SCP, SPHR
Partner, Chief Compliance Officer, Human Resources