GEORGE D. MCDANIEL, CFP®

Chief Executive Officer

ROBERT G. MCDANIEL

President and Chief Investment Officer

MICHAEL R. VERITY, CFA

Vice President and Senior Portfolio Manager

kyle ray, CFP®

Wealth Manager

jennie andrade

Office Admin., Notary Public

MUEY K. herman

Office Manager, Notary Public

 

DANAE M. mcdaniel, LPC, LPF

Marketing Director

loni white

Office Administrator