Ryan Malloch

Partner

Paul Dunbar

Partner

Robert J Stapleton Jr.

Investment Advisor

Antonio DeSano CFP® AWMA®

Financial Advisor

Jake Smith MBA

Financial Advisor

George Cones

Doug Cook

Financial Advisor

Kristy Reynolds

Chief Operations Officer

Kathleen Smotherman

Senior Client Service Representative

Emma Wiegand

Client Service Representative

Molly McEvoy

Chief Administrative Officer

David Salvati

Associate Advisor / Marketing