Mark D. Biegel
Co-Founder, Partner and

Senior Portfolio Manager

Peter P. Jenkins, CFP®
Partner and Client Advisor

Yongjin Yun

James B. Waller
Co-Founder and


Michelle G. Gavino
Client Services Manager

Jack A. Ramey, CFP®
Managing Director

Matthew A. Gotlin
Partner and

Director of Research

Stephen J. Saunders
Senior Analyst