Founders

• 

  Jimmy Patton

  President and Chief Executive Officer

• 

  J. Marc Albertson, CFP®

  Partner, Director Client Services

Wealth Management Team

• 

  David Maloy, CFP®

  Partner, Senior Financial Advisor

• 

  Clay Parker

  Partner, Senior Financial Advisor

• 

  Sara Cameron

  Client Services Administrator

• 

  Jennifer McCarthy, CFP®

  Partner, Senior Financial Advisor

• 

  Rachel Ayres, CFP®

  Senior Financial Advisor

• 

  Abby Herrera

  Support Advisor

• 

  Corey Higby

  Senior Operations Manager

• 

  Paige Kim, CFP®

  Senior Financial Advisor

• 

  Riley Shannon, CFP®

  Senior Financial Advisor

• 

  Carly Elliott, FPQP

  Support Advisor

• 

  Michelle Riley, FPQP

  Sr. Client Administrator

• 

  Marquette Bishop

  Sr. Client Administrator

• 

  Colter Parker

  Financial Advisor

Investment Services Team

• 

  John Adair, CFA

  Senior Portfolio Manager

• 

  Ricky Supan

  Partner, Senior Portfolio Manager

• 

  Jacob Barber

  Research Analyst/Trader

• 

  Connor Wilkins

  Trade Operations and Analyst

Administration Team

• 

  Mary Bryant Brannen

  Operations and Office Manager

• 

  Lisa Patton, IACCP, SHRM-SCP, SPHR

  Partner, Chief Compliance Officer, Human Resources