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 >

James Haley, CFP^®

Chief Executive Officer & Director of Private Client Group

William D. Ford, CFP^®

Managing Director | Institutional Asset Management

Marc Saurborn, CFA^®

Chief Investment Officer

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

Director of Operations

Alex Meintel, CMT^®

Advisor

John C. Swhear, Esquire

Chief Compliance Officer

Board of Directors – Independent Directors

Jonathan D. Hook

Stephen D. Smith