Broker Check
 

Our Team

 

Leadership

Edmon "Jake" Tomes

Chief Executive Officer

Wealth Advisor

 
G. Brent Morton

G. Brent Morton, MBA

Chief Financial Officer

Wealth Advisor

 

John A. Vann

Chief Investment Officer

 
Brian Gongwer

Brian Gongwer

Chief Business Development Officer

Gregg Overstake

Gregg Overstake

Chief Compliance Officer

 
 

Advisory Services

Maryam Houston

Maryam Houston

Advisory Services Manager

Brittany Lunney

Brittany Lunney

Advisory Services Associate

Charles R. "Ray" Shimer III, CFA®

Portfolio Manager

Wealth Advisor

Lal E. Echterhoff, CFA®

Portfolio Manager

Wealth Advisor

 

Operations & Sales

Claudia Martin

Claudia Martin

Operations Manager

Shawn Higley

Shawn Higley

Compliance Associate

 
Lisa Mason

Lisa Mason

Operations & Transition Specialist

Evan Barnard

Business Development Associate

Joy Robinson

Executive Assistant

Carley Overstake

Carley Overstake

Administrative Assistant

 

Finance

Ariane Fricke

Ariane Fricke

Finance Manager

 

Marketing

Mikaela Giani

Mikaela Giani

Marketing & Communications Specialist

 
 

Managing Directors

Joe Hall

Managing Director

Wealth Advisor

 

Wilbur S. "Billy" Hemby, CFP®

Managing Director

Wealth Advisor

Stephen D. Iaconis

Stephen D. Iaconis, CFP®

Managing Director

Wealth Advisor

 
Frank Martin

Frank Martin, CFP®, AIF®

Managing Director

Wealth Advisor

 

Mark Mitamura, AIF®, CMFC®, CRPC®

Managing Director

Wealth Advisor

 
Alan Tipton, RFC®

Alan Tipton, RFC®

Managing Director

Wealth Advisor

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director

Wealth Advisor

 
 

Practice Managers

Adam D. Prewett

Adam D. Prewett, AIF®, CRPC®

Practice Manager

Wealth Advisor

 
Mike Romig

Michael R. Romig, AIF®

Practice Manager

Wealth Advisor

 
Terry Thompkins, CFP®, CLU, ADPA®

Terry Thompkins, CFP®CLU, ADPA®

Practice Manager

Wealth Advisor