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

Richard Bean, CFA, CPA
Richard Bean, CFA, CPA
Chief Wealth Advisor
Jeff Davenport, CFA
Jeff Davenport, CFA
Associate Wealth Advisor
Walker Davidson, CFP®
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, CFA, CFP®
Brad Robinson, CFA, CFP®
Wealth Advisor
Roger Sheffield, CFA
Roger Sheffield, CFA
Senior Vice President
& Wealth Advisor

Client Service Partners

Jennifer Schmidt
Jennifer Schmidt
Director of Client Service
Patrice Manning
Patrice Manning
Administrative Manager
Amy McCollum
Amy McCollum
Client Service Manager
Jean Pursley
Jean Pursley
Client Service Associate

Investment Research

Cannon Carr
Cannon Carr
Chief Investment Officer
Chuck Bettinger
Chuck Bettinger
Director of Trading
Jeff Moeller, CFA
Jeff Moeller, CFA
Director of Research
Josh Tucker, CFA
Josh Tucker, CFA
Research Analyst
Yizhou Yan
Yizhou Yan
Quantitative Research Analyst

Business Operations

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, CFA, CPA
Tom Quinn, CFA, CPA
Chief Executive 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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