Rob C. Alston Jr.
Partner, Senior Fixed Income Strategist & Compliance Officer
Erina Bhattarai
Tax Accountant
David Blair, J.D., E.A.
CEO, Founding Partner
Tim Foster
Senior Wealth Advisor
Tori Glass
Lead Paraplanner
Connor Gross
Director of Investments
Mary Harris
Senior Wealth Advisor
Sydney Holleron
Financial Advisor
Lexi Kincaid
Paraplanner
LeAnn Lapeyri
Tax Associate
Natalie Lomas
Partner, Chief Operating Officer
Alexandra McConnell
Financial Advisor
Alex Monroe
Senior Tax Associate
Bret O’Guinn
Paraplanner
Christian Patterson, CFP®
Senior Wealth Advisor
Chaney Patton
Director of Operations
Anne Robinson
Tax Manager
Cortnie Lomas Rodriguez
Partner, Senior Vice President & Chief Financial Officer
Miguel Rundstrom-Holguin
Investment Analyst
Monica Sipes, CFP®, CIMA®
Vice President – Wealth Management
Drew Stanley
Assistant Tax Manager
Courtney Turner
Senior Tax Associate