Meet Our Talented Team of Financial Wealth Advisors

Meet Our Team

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

Wealth Advisors

Richard Bean, CFA, CPA

Chief Wealth Strategist

Ray Peebles

Senior Vice President
& Wealth Advisor

Brad Robinson, CFA, CFP®

Wealth Advisor

Merriweather Mulé, CFP®, CDFA®

Wealth Advisor

Jeff Davenport, CFA

Associate Wealth Advisor

Philip Baker

Client Experience Coordinator

Client Service Partners

Jennifer Schmidt

Director of Client Service

Amy McCollum

Client Service Manager

Jackie Wilson

Client Service Manager

Jean Pursley

Client Service Associate

Investment Research

Chuck Bettinger

Director of Trading

Jeff Moeller, CFA

Director of Research

Josh Tucker, CFA

Research Analyst

Business Operations

Cannon Carr

Chief Executive Officer

Catharine Aguilar

Chief Marketing Officer

Paul Barlow

Chief Growth Officer

John Hackney

Chief Compliance Officer
& Operations Manager

Kevin Keeney

Chief Technology Officer

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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