All Team Members
Romil Bahl
Director
Louis Battey, CFP®
Senior Vice President
Franklin F. Benton
Principal
Maria Bickford, CPA®
Vice President
Gay Boyd
Senior Associate
Conni Boykins
Senior Associate
Andrew L. Brooks
Senior Vice President
W. Collins Brown, J.D., LL.M.
Principal
William Bruns
Senior Associate
Larry H. Bryan
Founder and Principal
Ryan Cain, CFA, CFP®
Senior Vice President
Jennifer L. Callaway, J.D.
Senior Vice President
Mary Frances Callis, J.D., CFP®
Principal
Jodi Carnathan
Associate
Tucker Carr, CFP®
Senior Vice President
Crystal Chopin
Associate
Jo Len Clark
Principal
Cindy P. Cleveland
Principal and Chief Talent Officer
Kayleigh Cowser, J.D.
Senior Vice President
R. Thomas Cox, III
Principal
Bradley W. Crawford, CFP®
Managing Principal
William P. Crawford, Jr.
Director
Meg T. Crosby
Director
Kelly Dallas
Vice President
Jack Dalrymple
Vice President
Carter F. Davenport, CFP®, ChSNC®
Principal
Amanda DeMare
Associate
Brittany Dodds
Vice President
Jim Dorman, CFA
Principal
Alicia Downen
Associate
Adam B. Dretler
Principal
Miller Durham
Senior Associate
Michael J. Fisher, CPA/PFS, CAP®, CFP®
Managing Principal
Isabella Florescu
Associate
R. Sam Fraundorf, CFA
Principal and Chief Investment Officer
Zachary Fuqua, CFA®
Principal
F. Kneeland Gammill, CFA
Principal
Kim D. Garcia, CPA/PFS
Principal and Chief Operating Officer
Patti D. Garcia
Senior Associate
Taylor Giamundo
Associate
T. Lee Gibson
President
Lindsey M. Gill
Senior Vice President
James S. Gilliland, Jr.
Principal
Michael A. Gragnani, CFP®
Principal
Samuel N. Graham
Chairman and Chief Executive Officer
Cecilia Granado
Senior Associate
Mark J. Green, CFP®, CIMA®
Principal
RaeChaniel Hall
Associate
David Hallum
Senior Vice President
Kate Hampton
Senior Associate
David Handley, CFP®
Senior Associate
Ben Hanson, CFP®
Senior Associate
Robyn A. Hari, CPA/PFS, CFP®
Principal
Nate Harris, JD, CFP®
Senior Vice President
Tyler Hays, CPA®
Senior Associate
Alison Henneberger, CAP®
Principal
Carolyn D. Hicks
Vice President
David Hill
Vice President
Jeff Howard, CFA, CFP®
Principal and Director of Knowledge Management
Austin Hudson, CFA
Senior Associate
Thomas H. Hussey
Principal
Sumner Jefferson
Senior Vice President
Wallace R. Johnson, III
Principal
Nick Joyner, CFA
Senior Vice President
Glynis P. Kamrath
Senior Associate
Josh Kautz, CPA
Vice President
Hale P. Kelleher
Principal
Lauren Kenny
Senior Associate
Stewart D. Koch
Principal
Andrew Laughlin, CFP®
Vice President
Laurel S. Lawrence, CFP®
Managing Principal
Cynthia M. Legette
Principal
Isaac Lerman, CPA
Associate
Brook H. Lester, CPA, J.D.
Principal and Chief Wealth Strategist
Lisha Li, CFA, CAIA
Senior Vice President
Harris Linch
Vice President
Robert E. W. Lineberger
Principal and General Counsel
Jason P. Lioon, CFA
Principal and Deputy Chief Investment Officer
C. Ryan Love
Principal
Eric A. Main
Managing Principal
Molly Maroney Spruill, CPA
Senior Associate
Max Martin
Associate
Lindsay Martinez
Senior Associate
Kellan Maxwell, CFA
Associate
Megan Mayhew
Senior Vice President
Katie McBride
Associate
Hunter Meriwether, CPA, CFP®
Senior Vice President
Hadley Miller, CFP®
Principal
Katherine Montgomery
Senior Associate
Lynanne Newman
Senior Vice President
Lisa A. O'Connell, CTFA, CFP®
Principal
Alix Papaharis
Vice President
Victoria Powers
Associate
Karen Protokowicz
Senior Associate
Mary L. Raymond, CFA, CFP®
Principal
Sarah Mayhew Reece
Vice President
Carol Reed
Senior Associate
Bart Reid
Senior Vice President
Ashley Moore Remmers
Principal
Magda Richard
Senior Associate
Frank Rivera
Senior Associate
Tom Rogowski, CFP®
Principal
Jocelyn Saldana, CFA
Senior Vice President
Aaron Schnoor, CTFA
Associate
Sara Schultz
Senior Associate
Lucy Wade Shapiro, CPA, CFP®
Vice President
Amy Shehan
Vice President
Cameron Simmons
Principal
Robert Smithwick, III
Principal
Alejandro Sotolongo, CFA
Senior Vice President
William T. Spitz, CFA
Founder and Principal
Terry M. Stanford
Principal and Chief Compliance Officer
Trey Tally, J.D., CTFA
Principal and Senior Fiduciary Officer
W. Ashley Thiem, CPA/PFS
Principal
Liz Thomas, CFP®
Principal and Chief Marketing Officer
Wynter Torres
Vice President
Aisa Turman
Senior Associate
Douglas S. Turner
Principal and Director of Strategic Projects and Operations
Joshua Turrill
Associate
Tammy B. Underwood
Senior Vice President
Kim M. van Zee
Senior Vice President
B. Cheri Wells
Senior Associate
Sydney Westberg
Senior Associate
Jason R. Wheat, CFA
Senior Vice President
Suzanne C. Wilcox, CPA, CFP®
Principal
Jeanna Winkler
Associate
Michael L. Winter, CFA
Managing Principal
Carol B. Womack
Principal
Jon C. Wright
Principal and Chief Financial Officer
Brittany P. Wyrick
Senior Vice President