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

Chief Wealth Strategist

Jeff Davenport

Associate Wealth Advisor

Walker Davidson

Vice President & Wealth Advisor

Merriweather Mulé

Associate Wealth Advisor

Ray Peebles

Senior Vice President
& Wealth Advisor

Brad Robinson

Wealth Advisor

Roger Sheffield, CFA

Senior Vice President
& Wealth Advisor

Client Service Partners

Director of Client Service

Patrice Manning

Administrative Manager

Amy McCollum

Client Service Manager

Client Service Manager

Jean Pursley

Client Service Associate

Investment Research

Charles Bettinger

Director of Trading

Jeffrey Moeller

Director of Research

Joshua Tucker

Research Analyst

Business Operations

Cannon Carr

Chief Executive Officer

Catharine Aguilar

Chief Marketing Officer

John Hackney

Chief Compliance Officer
& Operations Manager

Kevin Keeney

Chief Technology Officer


Gene Hoots

Chairman Emeritus

Tom Quinn

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.