Richard (“Richie”) Lee Jr., CFA, CFP®
CEO & Founder
Dana Pingenot, CFP®, CLU, CAP®
President
Ben Shae, CFP®
Director of Operations and Client Service
Christie Williams, CFP®
Director of Financial Planning
Dan Peters
Director of Portfolio Management
Danny Boyce, CFA, CFP®
Senior Portfolio Manager
Doug Jones, CFA
Director of Portfolio Management
Jacob Odom
Associate Portfolio Manager
Jaime Boyles, CFP®
Senior Financial Planner
Jenny Armstrong, CFP®
Senior Financial Planner
Jodi Hacker
Client Service Associate
Justin Luddeke, CFP®
Senior Financial Planner
Mark Whidby, CFA, CAIA
Chief Investment Officer
Nic Gibson, CFP®
Senior Financial Planner
Sarah Henze, CFP®
Senior Portfolio Manager
Shirley Ogden, CFA, CFA
Director of Investments
Tanner Castle
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
Phyllis McDonald, Dianna Ashenden, Theresa Jones, Sarah Beattie, Jodi Hacker
Corporate Services
Sherri Barber, Ben Shae, Becky Welch, Raquel Mendoza
IT & Knowledge Management
Julie Toler and Ben Shae
Operations
Ben Shae, Dana Packett, Kristi Parker, Karen Skinner