Richard (“Richie”) Lee Jr., CFA, CFP®
CEO & Founder
Christie Williams, CFP®
President
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
Dan Peters
Director of Portfolio Management
Danny Boyce, CFA, CFP®
Senior Portfolio Manager
Doug Jones, CFA
Director of Portfolio Management
Emily Smeltz
Analyst
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
Accounting
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
Operations
Ben Shae, Dana Packett, Kristi Parker, Karen Skinner