All Team Members
Autumn Alston
Associate
Franklin F. Benton
Principal
Andrew D. Berg, CFA
Principal
Gay Boyd
Senior Associate
Andrew L. Brooks
Vice President
Larry H. Bryan
Founder and Principal
Joanna M. Burt
Vice President
Jennifer L. Callaway
Senior Vice President
Mary Frances Callis, J.D., CFP®
Senior Vice President
Tucker Carr, CFP®
Senior Associate
Jeffrey L. Carson, J.D., LL.M., CPWA®
Principal and Senior Fiduciary Officer
Carol Casey
Vice President
Jo Len Clark
Principal
Cindy P. Cleveland
Principal and Chief Talent Officer
Sue W. Cole
Director
R. Thomas Cox, III
Principal
William P. Crawford, Jr.
Director
Bradley W. Crawford, CFP®
Principal
Meg T. Crosby
Director
Kelly Dallas
Senior Associate
Carter F. Davenport, CFP®
Senior Vice President
James C. Davis
Senior Vice President
Brittany Dodds
Senior Associate
Adam B. Dretler
Principal
Miller Durham
Senior Associate
Michael J. Fisher, CPA/PFS, CAP®, CFP®
Principal
R. Sam Fraundorf, CFA, CPA
Principal and Chief Investment Officer
Zachary Fuqua, CFA®
Principal
F. Kneeland Gammill, CFA
Principal
Kim D. Garcia, CPA/PFS
Principal and Director of Client Experience
Patti D. Garcia
Senior Associate
T. Lee Gibson
President and Chief Operating Officer
Lindsey M. Gill
Senior Vice President
James S. Gilliland, Jr.
Principal
Michael A. Gragnani, CFP®
Managing Principal
Samuel N. Graham
Chief Executive Officer
Mark J. Green, CFP®, CIMA®
Principal
David Hallum
Senior Vice President
Robyn A. Hari, CPA/PFS, CFP®
Managing Principal
Alison Henneberger
Senior Vice President
Carolyn D. Hicks
Vice President
Jeffrey S. Howard, CFA, CFP®
Principal
Thomas H. Hussey
Principal
Sumner Jefferson
Vice President
Wallace R. Johnson, III, CPA/PFS, CFP®
Managing Principal
Glynis P. Kamrath
Senior Associate
Hale P. Kelleher
Senior Vice President
Lauren Kenny
Senior Associate
Stewart D. Koch
Senior Vice President
Laurel S. Lawrence, CFP®
Principal
Cynthia M. Legette
Principal
Brook H. Lester, CPA
Managing Principal and Chief Wealth Strategist
James R. Lientz, Jr.
Chairman
Robert E. W. Lineberger
General Counsel
Jason P. Lioon, CFA
Principal and Deputy Chief Investment Officer
C. Ryan Love
Vice President
Yana Lunger
Senior Associate
Eric A. Main
Principal
Megan Mayhew
Senior Vice President
Hunter Meriwether, CPA, CFP®
Vice President
Hadley Miller, CFP®
Principal
Jingwun (Grace) Moore, CFA
Vice President of Manager Research
Lynanne Newman
Senior Vice President
Emma Neyland, CFP®
Senior Associate
Lisa A. O'Connell, CTFA, CFP®
Principal
Kaylin Oster
Associate
Marta E. Parker, CPA
Senior Vice President
Andy Pulliam, CFA®
Senior Vice President
James G. Ramsey
Principal
Mary L. Raymond, CFA, CFP®
Principal
Sarah Mayhew Reece
Associate
Carol Reed
Associate
Bart Reid
Senior Vice President
Ashley Moore Remmers
Principal
Tom Rogowski, CFP®
Principal
Ashley A. Rothel
Senior Associate
Amy Shehan
Senior Associate
Robert Smithwick, III
Principal and Director of Client Development
Alejandro Sotolongo, CFA
Vice President
William T. Spitz, CFA
Founder and Principal
Terry M. Stanford
Principal and Chief Compliance Officer
Trey Tally, CTFA
Principal
W. Ashley Thiem, CPA/PFS
Principal
Wynter Torres
Senior Associate
Douglas S. Turner
Principal and Director of Operations
Tammy B. Underwood
Senior Vice President
Kim M. van Zee
Senior Vice President
JT VanMeter
Senior Associate
B. Cheri Wells
Senior Associate
Sydney Westberg
Associate
Jason R. Wheat, CFA
Senior Vice President
Suzanne C. Wilcox, CPA, CFP®
Principal
Betsy M. Wills
Principal and Director of Marketing
Charles Wilson
Senior Vice President
Michael L. Winter, CFA
Principal
Carol B. Womack
Principal
Dana Wood
Senior Associate
Jon C. Wright
Principal and Chief Financial Officer
Brittany P. Wyrick
Senior Vice President