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®

Senior 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 Manager

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®

Director of Multi-Asset Strategies

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