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Antoinette Johnson Antoinette Johnson
Sr. Vice President
MBA
Frank Armstrong Carl Armstrong
Chief Operating Officer/Partner
Jason Whitby Greg Bennett
Senior Client Advisor
MBA
Robert J. Gordon Kevin Stilham
Senior Client Advisor
MBA
John J. Pitlosh Ben Pittman
Financial Advisor
CFP
Maggie Boone Chris Macelroy
Director of IT
David Seiglie Roger Stein
Operations Manager and Chief Compliance Officer
Brett Fingerhut Tina Beckhurst
Financial Advisor
MBA, CFP
Jennifer Gonzalez Michelle Hu
Human Resources Director
Josh Meyer Support Staff
Client and Technical Support
Sandra Jaramillo Alex Fulbrough
CEO / Founder