Our Team Lessa E. O'Dell Portfolio Operations Manager “The central idea of investing is to buy low and sell high.” –Warren Buffett, Berkshire Hathaway Like many of our clients, Lessa has the personal goal to one day retire. As she works towards that day, she enjoys...
Our Team John B. Proctor, Jr. Advisor Portfolio Specialist “The four most dangerous words in investing are: ‘This time it’s different.” — Sir John Templeton, legendary investor, banker, fund manager, and philanthropist John Proctor joined Greenwood Capital with a role...
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Our Team K. Diane Smith Private Client Administrator “They may forget what you said, but they will never forget how you made them feel.” –Carl W. Buehner, religious and political figure Diane works to make a difference each day. As a Private Client Administrator,...
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