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
