Our Team

Our accomplished team of wealth managers, investment advisors, in-house analysts, and other financial specialists collaborate seamlessly to design and implement unique strategies structured to help you set and achieve your financial goals, so you may preserve what is meaningful to you, your family and your community.

If you are interested in joining our team, please see our current career opportunities:

CAREER OPPORTUNITIES >

Marc Saurborn, CFA^®

CEO and Chief Investment Officer

William D. Ford, CFP^®

Managing Director | Institutional Asset Management

Alex Meintel, CMT^®

Managing Director | Private Client Group

C. Troy Shaver, Jr.

Chairman Emeritus

Gail W. Bell

Office Administrator

Bob Dickson

Chief Financial Officer

Pat Eardley

Human Resources Partner | Founder, Shift HR

Peter G. Gerry, III

Energy Analyst

Emily Harding

Director of Client Services

Donald (DJ) Hingtgen

Chief Operations Officer

Joe Kilian

Client Services Associate

John C. Swhear, Esquire

Chief Compliance Officer

Board of Directors – Independent Directors

Jonathan D. Hook