Claudine Baggett, SPHR, SHRM-SCP
Human Resources
Claudine Baggett, SPHR, SHRM-SCP
Director of Learning and Development and HR-VA
Rose Bennetch
Private Client
Rose Bennetch
Private Client Relationship Associate, Family Office
Edie Crawford
Private Client
Edie Crawford
Director of Client Accounting & Finance, Family Office
Jordan Eggleston
Private Client
Jordan Eggleston
Private Client Relationship Analyst, Family Office
Denise Findley
Private Client
Denise Findley
Administrative Assistant
Carter Furr Jr.
Private Client
Carter Furr Jr.
Portfolio Manager, Family Office
Amanda Gift
Private Client
Amanda Gift
Client Strategist, Family Office
Weyman Gong, CFA®
Private Client
Weyman Gong, CFA®
Portfolio Manager, Family Office
Andrew Gorczyk, CFA®
Private Client
Andrew Gorczyk, CFA®
Portfolio Manager, Family Office
Cat Herndon
Information Technology
Cat Herndon
Business Systems Analyst, Family Office
John Hierspiel
Private Client
John Hierspiel
Client Accounting Associate, Family Office
Katrina Hoeglund
Private Client
Katrina Hoeglund
Senior Client Accounting Associate, Family Office
Sarah Holtzinger, CPA
Private Client
Sarah Holtzinger, CPA
Client Strategist, Family Office
Stephanie Howard
Private Client
Stephanie Howard
Bookkeeper Assistant, Family Office
Gabrielle Hustead, CPA
Private Client
Gabrielle Hustead, CPA
Senior Client Accounting Associate, Family Office
Jaycie Johnson
Private Client
Jaycie Johnson
Bookkeeper Assistant, Family Office

Need help?

Contact Us