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
BRANDON M. WREN, CFP®
Wealth Manager / Financial Planning Specialist
DANAE M. STEWART, LPC, LPF
Client Development Specialist
ALEXANDER EFROS, CPA
Wealth Manager / Tax Specialist
RYAN HOOK, CFP®
Wealth Manager / Business Development
MUEY K. SAEPHANH
STEPHANIE B. ROBERTS
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