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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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Caleb ‘Chip’ Casto

Wealth Advisor

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Justin Bonavitacola, MBA, CPFA®

Wealth Advisor

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Jeremy Simms, CPA

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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Shannon Pauley

Senior Wealth Coordinator
Operations Manager

   

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Kristi Ritchie

Senior Wealth Coordinator

   

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Julie Sowards

Senior Wealth Coordinator

   

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Sharri Tarazon

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

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.

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