Team
We are a family office.
Executive Staff
Andrew B. Adams, MBA
Chief Enterprise Architect, Founder
Stephen D. Miles, CFP
Chief Global Strategist, Founder
Michael S. Berry, ChFC
Partner, Head of Private Client
Jon Campbell, CPA
Managing Director, Finance and Development
Staff
Brad Applewhite
Director of Tax Compliance
Ron Applewhite, CPA
Director, Strategic Tax Services
Lanair Baker
Senior Manager, Legal Operations
Gary Blair
Senior Strategist
Chelsea Boyd
Senior Legal Analyst
Lindsey Cruz
Manager, Private Client Operations
Caleb Dunaway
Senior Staff Accountant
Lindsey Faust
Manager, Investor Relations
Melissa Gilmour
Executive Assistant
Tucker Helms
Senior Analyst
Hilary Howell
Senior Manager, Solutions Architecture
Ryan Kelly
Solutions Architect
Matthew King
Manager, Operations
Randy Long
Solutions Architect
Mariana Mareno
Manager, Operations
Kevin Matson
Manager, Portfolio Advisory
Dana Meagrow
Director, Finance
Andrew Medore
Manager, Information Technology
Bryson Merriweather
M&A Analyst
Joe Milosch
Senior Analyst
Krista Nicholas
Executive Assistant
Josh Quarles
Client Relationship Manager
