Our professional staff is dedicated to onsite customer service at every level. All clients have the benefit of our entire team’s expertise including our staff CPAs, attorneys, trading professionals and Certified Financial Planners®.
Executive Leadership
Management Team
Miranda Carr, CFA®
Chief Investment OfficerLindsay Cates
Vice President, MarketingAdam Davies, CFA®, RPA
Vice President, Retirement Plan ServicesZach Hurst, CFP®, AIF®
Vice President, Managing Director - ChattanoogaNeil Patel
Vice President of Information TechnologyMatt Prince, AIF®
Vice President, Wealth ManagementNita Stiles
Vice President OperationsKathryn Waddell, JD
Staff Attorney
Our Staff
Jaylene Baisley
Client Service AssociateAshley Bearden, SHRM-CP
Human Resources CoordinatorLaura Beeler
Client SpecialistMichael Berger
Client SpecialistKendra Bonilla, WMS™
Client Service AssociateGrant F. Boyd
Senior Vice PresidentCassie Cardwell Brown, FPQP™
Client Service AssociateCatherine Carter
Client SpecialistKimberly D. Cochrane, CPA, CTFA
Vice President, Trust OfficerAngela Cooper
ReceptionistVirginia Couch, JD
Legal CounselConnor Cox
Client SpecialistLisa Enix
Administrative AssistantKevin S. Fillers, C(k)P, CRPS, CPFA, NQPA
Retirement Benefits ConsultantKelly Geasland
IRA SpecialistChristy Gray
Administrative AssistantSusanne Hauk, JD
Senior Vice PresidentSara Hill
Trust and IRA Compliance SpecialistMike Humphrey
Trust OfficerPaul Jaeger
Vice President, Relationship ManagerTodd Kelly Jr., WMS™
Wealth Management AssociateJeanne Kidd
Administrative Assistant & Special Events CoordinatorChristopher Lambert
Relationship ManagerSusan Law, CFP®
Vice President, Senior Trust OfficerSheryl Linck
Senior Vice PresidentJill Livingston, FPQP
Trust AssistantSamantha Lord
Relationship ManagerGrace Mead
Relationship ManagerBrittany Morgan
Client SpecialistAmy Morton
Vice President | Relationship ManagerAndy Muldoon
Senior Vice PresidentWilliam Probasco
Client SpecialistKarlo Rodriguez
Relationship ManagerRyan Sale
Office Services AssistantTracy Sherman
Client Service AssociateKelly Taylor, JD
Trust OfficerTammie Thomas
Administrative AssistantKeri Tibbals, AIF®
Relationship ManagerShawn Weems, CFP®, CRSP
Relationship ManagerSusan Williams, CFP®, RPA
Vice President | Trust Officer