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

loni white

Office Administrator

steve bruckmann

Wealth Manager

DANAE M. mcdaniel, LPC, LPF

Marketing Director

MUEY K. herman

Office Manager, Notary Public