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

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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

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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

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Quintin A. Pile, CFP®

Private Client Advisor

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John Proctor

Client Portfolio Advisor

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Dr. Mark K. Pyles, CFA®

Financial Consultant

Ethan M. Sperry

Operations and Trading Associate

K. Diane Symmes

Private Client Administrator

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Walter B. Todd, III

President, Chief Investment Officer
Investment Committee

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John D. Wiseman

Director of Fixed Income
Investment Committee