Our People

With a combined industry experience of over 200 years, we are able to offer our clients unmatched advice in a wide variety of financial areas.

Investment Counselors

Randall J. Freeman, CPA
Randall J. Freeman, CPA
C. Robin Hanes III, CFP
C. Robin Hanes III, CFP®
Janet R. Hayes
Janet R. Hayes
Daniel B. Hubbard, CPA, CFP®
William K. Nicrosi
William K. Nicrosi II, CPA, CFP®
Richard M. Stimpson
Richard M. Stimpson
Michael C. Teel
Michael C. Teel, J.D.
John Wade Therrell
John Wade Therrell III, CFP®
John M. Williams
John M. Williams

Portfolio Managers

Richard E. Anthony, Jr, CFA®
Richard E. Anthony, Jr, CFA®
E. Andrew Grinstead
E. Andrews Grinstead
Timothy S. Healey
Timothy S. Healey, CLU®
Michael J. Hofto, CFA®, ChFC®
Michael J. Hofto, CFA®, ChFC®
Mary Shannon Hope
Robert M. Hope
Robert M. Hope III
Kenneth F. Hubbard
Kenneth F. Hubbard
Jason Klauk
Jason J. Klauk
Tom Leavell
Thomas W. Leavell
C. Dalton Nix
C. Dalton Nix, CIMA®
Edward B. Norfleet Jr
Edward B. Norfleet, Jr., CFA®

Client Services

Leslie Boshell
Leslie A. Boshell
Lauri Bryant
Lauri T. Bryant
Shelly Cordell
Shelly A. Cordell
Angie Deese
Angelia B. Deese
Tara Duncan
Tara R. Duncan
Kee P. Goostree
Kee P. Goostree
Kathryn Greer
Kathryn P. Greer
Helen Hinds
Helen T. Hinds
April Holloway
April D. Holloway
Kennedy A. Martinez
Kennedy A. Martinez
Casey H. Mobley
Leigh D. Morton
Leigh D. Morton
Nena Smith
Nena B. Smith
Holly Alves
Margaret H. Alves, J.D.
Reeves Duggan
P. Reeves Duggan, CAIA®
Rhonda Potts
Rhonda L. Potts