Broker Check
 

Our Team

 

Leadership

Edmon "Jake" Tomes

Chief Executive Officer

Wealth Advisor

 
G. Brent Morton

G. Brent Morton, MBA

Chief Operating Officer

Wealth Advisor

 
Brian Gongwer

Brian Gongwer

Chief Business Development Officer

Gregg Overstake

Gregg Overstake

Chief Compliance Officer

 
 

Practice Directors

David Byrnes

Practice Director

Wealth Advisor

 
Adam D. Prewett

Adam D. Prewett, AIF®, CRPC®

Practice Director

Wealth Advisor

 
Terry Thompkins, CFP®, CLU, ADPA®

Terry Thompkins, CFP®CLU, ADPA®

Practice Director

Wealth Advisor

 
 

RIA/Advisory Operations

Maryam Houston

Maryam Houston

Advisory Services Manager

Charles R. "Ray" Shimer III, CFA®

Portfolio Manager

Wealth Advisor

Lal E. Echterhoff, CFA®

Portfolio Manager

Wealth Advisor

Malay Patel

Advisory Operations Associate

Clorissa Williams

Advisory Services Associate

Michael Xirinachs

Michael Xirinachs

Trading & Portfolio Operations Associate

 

Operations & Sales

Claudia Martin

Claudia Martin

Operations Manager

Shawn Higley

Shawn Higley

Compliance Associate

 
Lisa Mason

Lisa Mason

Operations & Transition Specialist

Joy Robinson

Executive Assistant

Michelle Whitman

Client Services Associate

Sally Echterhoff

Client Services Associate

David Smith

Client Services Associate

Heather Platero

Heather Platero

Client Services Associate

Joyce Cheng

Client Services Associate

 

Finance

Ariane Fricke

Ariane Fricke

Finance Director

Peter Golden

Peter Golden

Senior Internal Accountant

Shalyn Cole

Shalyn Cole

Revenue and Commissions Accounting

 

Marketing

Justine Huddleston

Justine Huddleston

Marketing Director

Lauren Martin

Lauren Martin

Graphic Designer

 

Managing Directors

T. Payton Collins, CRPC®

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

 

James T. Stevenson Jr.

Managing Director

Wealth Advisor

Alan Tipton, RFC®

Alan Tipton, RFC®

Managing Director

Wealth Advisor

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director

Wealth Advisor

 
 

Recruiting

Jordan Andreola

Recruiting Director

Evan Barnard

Relationship Manager