Richard (“Richie”) Lee Jr., CFA, CFP®
CEO & Founder
Christie Williams, CFP®
President
Ben Shae, CFP®
Director of Operations & Client Service
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, CPA
Director of Investments
Tanner Castle, CFP®
Associate Financial Planner
William (“Bill”) Luckey, II
Business & Human Capital Strategist
Trey Waite, CFP®
Associate Financial Planner
Jaryn Wacker
Associate Financial Planner
Corbin Caudle
Family Capital Analyst
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
Operations
Ben Shae, Dana Packett, Kristi Parker, Karen Skinner