Management Team

Financial Advisors

  • J. Thomas Halleron, CFP®, CRPS®

    Financial Advisor, Director

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

    Financial Advisor, Managing Director

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  • Craig L. Martin, CFP®, CRPC®

    Financial Advisor, Associate Vice President

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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

  • Tara Dorai, CRPS®

    Client Service Associate

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  • Jane Bennett

    Receptionist

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  • Maria Eriksen Hardy

    Client Service Associate

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  • Susan Frillman

    Client Service Associate, Associate Vice President

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  • Lisa Howard

    Client Service Associate, Associate Vice President

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