Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Alexa Willis, CFP®
Wealth Advisor
Byron Snider, CFA®
Sr. Wealth Advisor
James Everitt
Sr. Wealth Advisor, Director
Katherine Fincher, MBA, CFP®
Sr. Wealth Advisor
Mark Eshman, CAP®
Partner, Endowments and Foundations
Mark Howard
Wealth Advisor
Renee McConnell
Sr. Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Jonathan Howard
Portfolio Consultant
Andy Cawood
Client Service Specialist
Denise Cavanaugh
Client Service Specialist
Merritt McMahon
Client Service Specialist
Sierra Talbutt
Sr. Client Service Specialist
Doug Fabian
Sr. Vice President

