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

C. Robin Hanes III, CFP
C. Robin Hanes III, CFP®
Janet R. Hayes
Janet R. Hayes
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, CFP®
Raines Welden
W. Raines Welden, CFP®
John M. Williams
John M. Williams

Portfolio Managers

Richard E. Anthony, Jr, CFA®
Richard E. Anthony, Jr, CFA®
E. Andrew Grinstead
E. Andrew Grinstead
Michael J. Hofto, CFA®, ChFC®
Michael J. Hofto, CFA®, ChFC®
Timothy S. Healey
Timothy S. Healey CLU
Mary Shannon Hope
Tom Leavell
Tom Leavell
C. Dalton Nix
C. Dalton Nix, CIMA®
Edward B. Norfleet Jr
Edward B. Norfleet, Jr., CFA®

Client Services

Lauri Bryant
Lauri Bryant
Shelly Cordell
Shelly Cordell
Angie Deese
Angie Deese
Tara Duncan
Tara Duncan
Kee P. Goostree
Kee Goostree
Valerie Hughen
Valerie Hughen
Ashley Kick
Ashley Kick
Leigh D. Morton
Leigh Morton
Nena Smith
Nena Smith
Holly Alves
Holly Alves, J.D.
Reeves Duggan
Reeves Duggan
Daniel Hubbard CPA, CFP®
Rhonda Potts
Rhonda Potts