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 Bradshaw
Private Client Specialist
John W. Cooper, CFP®
Private Client Advisor
William M. Coxe, Jr., CRPC™
Private Client Advisor
John R. Decker, CFA®
Director of Equity
Investment Committee
Brian L. Disher, CFP®
Director of Wealth Management
Kalisse L. Evert
Marketing & Events Specialist
David A. Halloran, CFA®
ETF Portfolio Strategist
Investment Committee
Denise H. Lollis, CPFA®
Chief Operating Officer
Chief Compliance Officer
Lessa E. O’Dell
Portfolio Operations Manager
Quintin A. Pile, CPA, CFP®
Private Client Advisor
John Proctor
Client Portfolio Advisor
Dr. Mark K. Pyles, CFA®
Financial Consultant
Ethan M. Sperry
Operations and Trading Associate
K. Diane Symmes
Private Client Administrator
Walter B. Todd, III
President, Chief Investment Officer
Investment Committee
John D. Wiseman
Director of Fixed Income
Investment Committee