Rob C. Alston Jr.
Partner, Senior Fixed Income Strategist & Compliance Officer
Erina Bhattarai
Senior Tax Accountant
David Blair, J.D., E.A.
CEO, Founding Partner
Tim Foster
Senior Wealth Advisor
Mary Harris
Senior Wealth Advisor
Sydney Holleron
Client Relationship Manager
LeAnn Lapeyri
Tax Associate
Natalie Lomas
Partner, Chief Operating Officer
Alexandra McConnell
Financial Advisor
Alex Monroe
Senior Tax Associate
Gianna Mossotti
Senior Relationship Manager
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
Lexi Sink
Paraplanner
Monica Sipes, CFP®, CIMA®
Vice President – Wealth Management
Drew Stanley
Assistant Tax Manager