
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

Chad Webb, CPA
Managing Partner

Brandon C. Dixon, J.D., LL.M.
Chief Counsel

Macie M. Correro, PMP, ACP, CSM
Managing Director, Operations
Staff

Breland Applewhite
Managing Director, Head of Consulting Group

Matthew King
Manager, Operations

A. Holton Bell
Client Relationship Manager, AAMS®

Nolan Bevis
Solutions Architect

Gary Blair
Senior Strategist

Lindsey Cruz
Manager, Private Client Operations

Lindsey Faust
Manager, Investor Relations

Hilary Howell
Senior Manager, Solutions Architecture

Ryan Kelly
Solutions Architect

Don Michael Lazarus, JD
Outside General Counsel

Dana Meagrow
Director, Finance

Josh Quarles
Client Relationship Manager

Josh Vidana
Associate, Operations

Kevin Matson
Manager, Portfolio Advisory

Kevin White
Senior Solutions Architect

Jamie Pope
Specialty Tax Services

M. Reid Wilson
Director, Chief of Staff

Cami Gueguen
Chief Marketing Officer

Ron Applewhite, CPA
Director, Strategic Tax Services

Steve Campbell
Chief Technology Officer

Krista Nicholas
Executive Assistant

Taylor Davison
Manager, Marketing

AliBeth Jenkins
Solutions Analyst

Paul Gay
Client Relationship Manager

Greg Wilder
Director, Tax Services

Randy Long
Solutions Architect

Brad Applewhite
Melissa Gilmour
Executive Assistant
