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Ian McIlvaine, CIMA®
Chief Executive Officer
Chief Investment Officer
Wealth Advisor
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John M. Jones, MBA
President
Chief Operating Officer
Wealth Advisor
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Lois A. Crichton
Wealth Advisor
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Michael D. Cavendish, MBA
Wealth Advisor
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Kathy Lester, MBA
Wealth Advisor
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Jason Lunsford, MBA, CRPS®, AAMS®, AIF®, PPC®
Partner
Wealth Advisor
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Webb Tyndall, CRPS®
Partner
Wealth Advisor
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Davis Fleming, CFP®
Wealth Advisor
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Caleb ‘Chip’ Casto
Wealth Advisor
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Justin Bonavitacola, MBA, CPFA®, RICP
Wealth Advisor
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Luke McClure
Wealth Advisor
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Jeremy Simms, CPA
Chief Financial Officer
Director, Tax Planning
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Tim Mitchell, GBDS, AIF®
Director, Insurance Planning
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Doug Baker
Chief Growth & Strategy Officer
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Aimee Carpenter
Senior Wealth Coordinator
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Kristi Ritchie
Senior Wealth Coordinator
Human Resources Manager
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Sharri Tarazon
Wealth Coordinator
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Emily Lopez
Wealth Coordinator
David K. Sowards, Jr.
Wealth Advisor – In Memoriam 1959-2023
Dave is with us always as a cherished friend and respected colleague – he is deeply missed and remembered and honored daily. He lived a giving life embracing friends as family and family as a gift to honor and treasure.
Samuel W. Crichton
Founder – Emeritus
A renaissance man with relentless curiosity, Sam is now on an experiential expedition to discover and master a whole new set of skills – his expertise, drive, and creativity are woven into our fabric such that we all strive to be masters of learning.
