Contact Info Email & Phone Number

Tait Lane

Regional Director - Wealth Manager - Partner

Tyler Vernon

Regional Director, Partner

Dave Elder

Wealth Manager

Caleb Tucker

Director of Portfolio Strategy

Alexander Alba

Wealth Manager

Jp Pattinson

Wealth Manager | Vice President of Technology | Partner

Martina Chisholm

VP-Marketing

Jooliana Krummel

Director of Client Development

Kay Mayhue

President

David Schlitt

Founder and Partner

Blaine Malcolm

Partner, Regional Director

Chrissy Lee

Chief Operating Officer

Nate Burstin

Portfolio Manager

Doug Baxley

Chief Compliance Officer