Our Team
A Team dedicated to exceeding your expectation.
Melissa D. Bane, CPA, CFP®, PFS®, ChFC
Senior Private Client Advisor
Justin R. Bartanus
Investment Associate
John E. Beale, Jr.
Compliance Manager
Claud W. (Will) Bond, IV
Senior Trading Manager
Callie M. Bradshaw
Associate Advisor
Colin J. Burns
Associate Advisor
John W. Cooper, CFP®
Senior Private Client Advisor
William M. Coxe, Jr., CRPC™
Private Client Advisor
John R. Decker, CFA®
Director of Equity
Investment Committee
Germein De Sario
Private Client Administrator
Brian L. Disher, CFP®
Director of Wealth Management
Kalisse L. Evert
Marketing Manager
Denise H. Lollis, CPFA®
Chief Operating Officer
Chief Compliance Officer
John B. Proctor, Jr.
Advisor Portfolio Specialist
Dr. Mark K. Pyles, CFA®
Director of Multi-Asset Strategies
Ethan M. Sperry
Operations and Trading Associate
K. Diane Smith
Private Client Administrator
Walter B. Todd, III
President, Chief Investment Officer
Investment Committee
John D. Wiseman
Director of Fixed Income
Investment Committee