Nadia Aldinger

Nadia Aldinger

Senior Client Accounting Associate
Ben Austin

Ben Austin

Private Client Relationship Associate
Claudine Baggett, SHRM-SCP, SPHR

Claudine Baggett, SHRM-SCP, SPHR

Director of Benefits and Compensation & HR Business Partner
Evan Beck, CFA

Evan Beck, CFA

Portfolio Manager
Cross Birdsong, CFA

Cross Birdsong, CFA

Senior Portfolio Analyst
Kathryn Brown

Kathryn Brown

Private Client Senior Accounting Associate
Edie Crawford

Edie Crawford

Director of Client Accounting & Finance
Carter Furr Jr.

Carter Furr Jr.

Portfolio Manager
Amanda Gift

Amanda Gift

Strategic Advisor & Head of the Norfolk Office
Weyman Gong, CFA

Weyman Gong, CFA

Portfolio Manager
John Hierspiel, CPA

John Hierspiel, CPA

Private Client Senior Accounting Associate
Sarah Holtzinger, CPA

Sarah Holtzinger, CPA

Strategic Advisor
Gabrielle Hustead, CPA

Gabrielle Hustead, CPA

Private Client Accounting Advisor
Liz Leary

Liz Leary

Private Client Senior Accounting Associate
Bailey Logan, CFP®

Bailey Logan, CFP®

Strategic Advisor
Rupal Master, CTFA, CWS

Rupal Master, CTFA, CWS

Private Client Relationship Advisor