Alex Miles
Partner
Brian Smyth
Wealth Advisor
Dave Werle, CFP®, CSRIC®
Wealth Advisor
Frances Hymiller, CFP®
Wealth Advisor
Hanna Yesuf
Wealth Advisor
HK Hallett
Sr. Wealth Advisor
Jennifer Adams, CFP®, CDFA®, CSRIC®
Sr. Wealth Advisor
Joe Kiely, PhD
Sr. Wealth Advisor
Kathryn Beach, CFP®
Wealth Advisor
Nicole Brandon
Sr. Wealth Advisor
Pamela Postma, CFP®, MBA
Sr. Wealth Advisor
Scott Below
Wealth Advisor
G. Merrick Estes, Jr.
Managing Partner
Jonathan Wilson, CFP®, EA
Sr. Wealth Advisor
Amy Boyd, CFP®
Sr. Financial Planner
Kristen Revis
Financial Planner
Brownie Cordell
Client Service Manager
Carson Durham
Client Service Specialist
Ginny Starnes
Manager, Client Service

