Gabrielle Hustead, CPA
Private Client Accounting Advisor
Liz Leary
Private Client Senior Accounting Associate
Bailey Logan, CFP®
Strategic Advisor
Rupal Master, CTFA, CWS
Private Client Relationship Advisor
Lindsay McDonough
Private Client Senior Accounting Associate
Christopher McLean, J.D.
Strategic Advisor
Wistar Morris III, J.D.
Client Strategist & Head of the Charlottesville Office
Chris Noland, J.D.
Client Strategist
Denise Parker
Private Client Senior Relationship Associate
Madeleine Rafferty
Private Client Senior Relationship Associate
Janice Roberts
Private Client Relationship Advisor
Courtney Rogers
Private Client Senior Accounting Associate
Chris Rusbuldt, CFA
Portfolio Manager & Head of the Richmond Office
Elizabeth Severn
Family Office Operating Officer
Quinn Straayer, CFP®
Private Client Relationship Advisor