Our Team 2021-10-12T15:39:59+00:00

Richard (“Richie”) Lee Jr., CFA, CFP®
CEO & Founder

Christie Williams, CFP®

Alex Nickerson, CFP®
Associate Financial Planner

Ben Shae, CFP®
Director of Operations & Client Service

Corbin Caudle
Family Capital Analyst

Craig Caudle - Director of Client Development

Craig Caudle
Director of Client Development

Dan Peters
Director of Portfolio Management

Danny Boyce, CFA, CFP®
Senior Portfolio Manager

Doug Jones, CFA
Director of Portfolio Management

Emily Smeltz - Analyst

Emily Smeltz

Jacob Odom
Portfolio Manager

Jaime Boyles, CFP®
Director of Financial Planning

Jaryn Wacker
Associate Financial Planner

Jason Romph
Trader & Portfolio Manager

Jenny Armstrong, CFP®
Senior Financial Planner

Jodi Hacker
Client Service Associate

Justin Luddeke, CFP®
Senior Financial Planner

Mark Whidby, CFA, CAIA
Chief Investment Officer

Michele Bergeron, CFP®, MBA
Human Capital Strategist

Nic Gibson, CFP®
Senior Financial Planner

Sarah Henze, CFP®
Senior Portfolio Manager

Shirley Ogden, CFA, CPA
Director of Investments

Tanner Castle, CFP®
Financial Planner

Trey Waite, CFP®
Associate Financial Planner

William (“Bill”) Luckey, II
Business & Human Capital Strategist

Investment Research

Patricia Stoll, Jason Romph, Mark Whidby, Shirley Ogden, Eric Smith


Tracy Lee, Barbara Burris, Ben Shae

Client Services

Theresa Jones, Sarah Beattie and Jodi Hacker

Corporate Services

Sherri Barber, Ben Shae, Becky Welch, Raquel Mendoza


Ben Shae, Dana Packett, Kristi Parker, Karen Skinner