Mark D. Biegel
Co-Founder, Partner and
Senior Portfolio Manager
Peter P. Jenkins, CFP®
Partner and Client Advisor
Jack A. Ramey, CFP®
Managing Director
James B. Waller
Co-Founder and
Partner
Michelle G. Gavino
Client Services Manager
Matthew A. Gotlin
Partner and
Director of Research
Stephen J. Saunders
Senior Analyst