Management Team

  • Betsy B. Brennen, CFP®

    Chief Operating & Compliance Officer, Managing Principal

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  • Fred C. Hill, Jr.

    President, Managing Principal

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  • Raymond P. Dean

    Chief Financial Officer, Director

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  • Craig L. Martin, CFP®, CRPC®

    Director of Operations & Risk, Vice President

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Financial Advisors

  • Jennifer L. Winslow, CFP®, CRPC®

    Portfolio Manager, Director

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  • Paul M. Fox, CFP®, CRPC®, CIMA®, CAIA®

    Portfolio Manager, Managing Director

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  • J. Thomas Halleron, CFP®

    Financial Advisor, Director

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  • C. Russell Ward, CFP®, CRPS®, AIF®

    Financial Advisor, Managing Director

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  • Champe S. Andrews III

    Financial Advisor, Vice President

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  • Rob Black

    Financial Advisor, Managing Director

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  • Geoff Burroughs, CFP®, CDFA™

    Financial Advisor, Vice President

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  • Debbie Cameron

    Financial Advisor, Vice President

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  • James W. Curran, III, CFP®

    Financial Advisor, Managing Director

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  • Steve Kelly

    Financial Advisor, Managing Director

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  • Monty Knittle, CFA

    Portfolio Manager, Vice President

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  • Matt Novak, CFP®

    Financial Advisor, Associate Vice President

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  • Greg Paranzino, CFA, CFP®

    Financial Advisor, Director

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  • Andrew Sullivan, CIMA®

    Financial Advisor, Associate Vice President

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Advisor Groups

Research Professionals

Client Service Team

  • Emily Doratt

    Client Relationship Manager

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  • A. Patrick Boykin

    Client Relationship Manager, Associate Vice President

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  • Janet C. Marquardt, CRPC®

    Client Relationship Manager, Associate Vice President

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  • Tara Dorai, CRPS®

    Client Relationship Manager

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  • Maria Eriksen Hardy

    Client Relationship Manager

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  • Susan Frillman

    Client Relationship Manager, Associate Vice President

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  • Lisa Howard

    Client Relationship Manager, Associate Vice President

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