Professionals

William H. Smith, CFP®

President & CEO,
Wealth Advisor,
Principal

Leah Jane Barnwell, CRPC®

Project Manager

Hannah B. Baublitz, J.D.

Associate Fiduciary Counsel

Ericka D. Beason

Client Services Officer

W. Michael Bridgeman, CFIRS™, CFP®

Chief Compliance Officer

Karen Cashion

Operations Officer

Brandon I. Cook

Operations Officer

Mike Davis

Client Services Manager

G. Walker Douglas, CFP®, J.D.

Associate Wealth Advisor

Jay D. Eich, CFP®, CPA

Wealth Advisor, Principal

Anna Kate Fuller

Administrative Manager

Jonathan S. Henry, CFP®, CPA

Wealth Advisor, Principal

Matthew E. Hornaday, CPA

Chief Operating Officer,
Wealth Advisor, Principal

M. Burke Koonce, III

Investment Strategist

William V. McPherson, III

Operations Manager

Kyle Midyette

Fiduciary Officer

Cindy T. Millikan

Client Services Officer

Kyle A. Minges, CPA

Investment Associate

Nina N. Mitchell

Client Services Officer

William H. Noble, AIF®

Director of Client Relations and Development, Principal

Monika Pearson

Administrative Manager

Leslie M. Pope

Client Services Officer

Cathy J. Smith

Operations Officer

Lindsey S. Stetson, CFP®

Associate Wealth Advisor

Christopher N. Sutherland, CPA

Wealth Advisor, Principal

Bradley V. Sutton

Director of Operations, Principal

Daniel L. Tolomay, CFA

Chief Investment Officer, Principal

Westray B. Veasey, J.D.

Chief Fiduciary Counsel, Principal

Rachel Weller

Client Services Officer

Wallace M. Williams, CPA

Chief Financial Officer, Principal