Team
We are a family office.
Susan Cox
Administrative Assistant
K Brooke Shoultz, JD
Senior Advisor/ General Counsel
Drew Adams
Chief Executive Officer, Founder
Stephen Miles
Chief Investment Officer, Founder
Dana Meagrow
HR Manager
Breland Applewhite
Client Relationship Manager, Team Lead
Gary Blair
Business Development Officer
Ryan Kelly
Strategy Analyst, Team Lead
Christy Wigginton Garrison
Client Relationship Manager, Banking & Underwriting Specialist
Meagan Herring
Executive Assistant to Stephen Miles
Shannon Ivy
Administrative Assistant
Katey Haltom
Client Relationship Manager
Meredith Killens
Project Manager
Hilary Howell
Strategy Analyst
Josh Quarles
Strategy Analyst
Leigh Ann Owens
Office Manager
