Meet Our Team

Our founders hand selected the next generation of talent to grow your wealth in today’s high-tech, fast-paced world.

Wealth Advisors

Client Service Partners

Investment Research

Business Operations

Our Founders

Wealth Advisors

Richard Bean

Richard Bean, CFA, CPA

Chief Wealth Strategist

Jeff Davenport

Jeff Davenport, CFA

Associate Wealth Advisor

Walker Davidson

Walker Davidson, CFP®

Vice President & Wealth Advisor

Merriweather Mulé

Merriweather Mulé

Associate Wealth Advisor

Ray Peebles

Ray Peebles

Senior Vice President
& Wealth Advisor

Brad Robinson

Brad Robinson, CFA, CFP®

Wealth Advisor

Roger Sheffield, CFA

Roger Sheffield, CFA

Senior Vice President
& Wealth Advisor

Client Service Partners

Jennifer Schmidt

Director of Client Service

Patrice Manning

Patrice Manning

Administrative Manager

Amy McCollum

Amy McCollum

Client Service Manager

Jackie Wilson

Client Service Manager

Jean Pursley

Jean Pursley

Client Service Associate

Investment Research

Charles Bettinger

Chuck Bettinger

Director of Trading

Jeffrey Moeller

Jeff Moeller, CFA

Director of Research

Joshua Tucker

Josh Tucker, CFA

Research Analyst

Yizhou Yan

Yizhou Yan

Quantitative Research Analyst

Business Operations

Cannon Carr

Cannon Carr

Chief Executive Officer

Catharine Aguilar

Catharine Aguilar

Chief Marketing Officer

John Hackney

John Hackney

Chief Compliance Officer
& Operations Manager

Kevin Keeney

Kevin Keeney

Chief Technology Officer

Founders

Gene Hoots

Gene Hoots

Chairman Emeritus

Tom Quinn

Tom Quinn, CFA, CPA

Chairman of the Board & Chief Financial Officer

Do you know your net worth and how far it will take you?

Come talk to us about your goals and let us help you figure out how to reach them.

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