Team
We are a family office.
Executive Staff
Drew Adams
Chief Executive Officer, Founder
Macie M. Correro
Director of Operations, PMP, ACP, CSM
Stephen Miles
Chief Investment Officer, Founder
Staff
Matthew King
Executive Assistant
Cami Gueguen
Chief Marketing Officer
Chad Webb
Managing Director
Steve Campbell
Chief Technology Officer
A. Holton Bell, AAMS®
Client Relationship Manager
Breland Applewhite
Relationship Manager
Kaolin Bass
Project Manager
Nolan Bevis
Solutions Analyst
Gary Blair
Business Development Officer
Susan Cox
Administrative Assistant/Paralegal
Lindsey Faust
Operations Support Specialist
Christy Wigginton Garrison
Investor Relationship Manager
Meagan Herring
Executive Assistant to Stephen Miles
Hilary Howell
Senior Solutions Analyst
Ryan Kelly
Solutions Analyst
Meredith Killens
Marketing Coordinator
Don Michael Lazarus, JD
General Counsel
Aly Leifheit
Administrative Assistant
Dana Meagrow
HR Manager
Josh Quarles
Relationship Manager
