Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Private Client Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Private Client Wealth Advisor
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
Marc Whitehead
Income Partner & Private Client Wealth Advisor
David Mauzey
Chief Information Officer
Practice Directors
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Services
Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
Todd M. Bulot
Practice Director - Asset Management
Matt Craig
Practice Director - Private Client Services
Investment Committee
Todd M. Bulot
Practice Director - Asset Management
Lal Echterhoff, CFA®
Chief Investment Officer
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager
Michael Xirinachs
Head Trader
Boris Bouiti-Viaudo
Research Analyst
Cameron Neumann
Research Analyst
Managing Directors & Business Unit Leaders
Chris Facka
Managing Director
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Josh Hampton, CFP®
Business Unit Leader & Wealth Advisor
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
Chad Perry
Business Unit Leader & Wealth Advisor
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
Deneen Morgia
Business Unit Leader, Attorney Solutions Specialist
Compliance
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Stacey Lavender
Chief Compliance Officer, Brokerage
Kimberly Miller
Managing Director, Compliance
Gregg Overstake
Director of Supervision
Chrystal Badillo
Branch Manager, Supervisory Principal
Ernest Tannis
Branch Manager, Supervisory Principal
Molly Flynn
Compliance Associate
Karen Lessard
Branch Manager, Supervisory Principal
Thadius Beavers
Branch Manager, Supervisory Principal
Advisor Operations
Claudia Martin
Managing Director of Advisor Operations
Rebecca Lasher
Operations Associate – New Accounts Team
Javier Castro
Operations Data Specialist
Erica Dennis
Operations New Account Team Lead
Sherry Harris
Operations Associate – New Accounts Team
Bruce Dorman
Advisory Services - LFCM Specialist
Jo-Ann Palmere
Onboarding Associate & Client Services Associate II
Jena Blue
Transitions Support Specialist
Steven Miller
Transitions Support Specialist
Sally Echterhoff
Client Services Associate
Vannessa Marley
Client Services Associate
Kevin Welch
Fiduciary Support Specialist – Retirement Plans
Wendy Hosner
Paraplanner
Amber Diggs
Advisor Operations Associate - New Accounts
Donna Boisfontaine
Client Services Associate – Private Client Services
Jessica Titus
Office Manager/Admin
Marcel Garza
Paraplanner
Michael Sutter II
Private Client Wealth Associate
Tony Stephenson
Operations Manager
Headquarters Operations
Finance
Rhonda Eltiste
Staff Accountant
Clorissa Nash
Advisory Operations Lead – Billing Team
Katherine Nicholas
Advisory Operations Associate – Billing Team
Stephen Herr
Financial Analyst
Jennifer Evich
Staff Accountant
Marketing
Joe Jones
Marketing Director
Michelle Young
Graphic Design & Marketing Associate
Advisor Advocate
Daniel Hendricks
Advisor Advocate
Evan Barnard
Advisor Advocate Manager
Advisor Recruiting
Jay Peak
LFIA Business Development Manager
Matt Estes
Business Development Manager
Human Resources
Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director
Margaret Woelffer
Talent Acquisition Associate
Shanetta Pledger
People Operations Generalist