Chad Seigler, CFP®
President & Financial Advisor
Chad began his advisory career in 2005 after starting in investment banking. He graduated magna cum laude from Clemson University with a B.S. in Finance. He holds the CFP® designation, and his Series 7, 63, & 65 licenses.Chad...
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Alycia Clarke
Client Service Representative
Alycia Clarke is a financial services professional with 19 years of trust, brokerage and operations experience, serving both institutional and retail clients in the domestic and international markets. Alycia joined the firm in 2019....
Paul L. Keeton
Managing Director, Investments & Advisory Solutions
Hilary Pluemer, CFP®
Chief Administrative Officer
Katie Mohan
Marketing Manager
Carolyn Sterling, CFP®
Director, Practice Management
Tamekia Thompson
Director, Operations
Chris Bravender
Fixed Income Manger
Shawn Baxter
Chief Compliance Officer