Team
We are a family office.
Executive Staff
Drew Adams
Chief Executive Officer, Founder
Stephen Miles
Chief Investment Officer, Founder
Macie M. Correro
Director of Operations, PMP, ACP, CSM
Staff
Jamie Pope
Senior Advisor
Kevin White
Senior Advisor
Michael Maiorano
Director of Tax
Lindsey Cruz
Client Relations
Mike Berry
Senior Advisor
Lindsey Faust
Operations Support Specialist
Don Michael Lazarus, JD
General Counsel
Kaolin Bass
Project Manager
Breland Applewhite
Client Relationship Manager, Team Lead
Nolan Bevis
Solutions Analyst
Gary Blair
Business Development Officer
Susan Cox
Administrative Assistant
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
Dana Meagrow
HR Manager
