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
Brandon C. Dixon, J.D., LL.M.
Chief Counsel
Staff
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
Ron Applewhite, CPA
Director, Strategic Tax Services
Krista Nicholas
Executive Assistant
Taylor Davison
Manager, Marketing
AliBeth Jenkins
Solutions Analyst
Randy Long
Solutions Architect
Brad Applewhite
Melissa Gilmour
Executive Assistant
