Put our passion to work for you.

Though we are a diverse team of Certified Financial Planner (CFP®) Professionals, Chartered Financial Analyst (CFA®) Charterholders and Certified Public Accountants (CPA)—we all have one thing in common, and that’s a passion for helping our clients fulfill their purpose.

We are always investing in professional training and development to ensure that the minds behind your portfolio are the best of the best—able to deliver the expertise and creativity it takes to build brighter futures.

Dee Ann Remo, CFP®, PFS, CPA
Dee Ann Remo, CFP®, PFS, CPAFounder & CEO
John G. Jordan, III, CFA
John G. Jordan, III, CFAChief Investment Officer & Chief Compliance Officer
Mary Ann McCallister
Mary Ann McCallisterDirector of Finance and Administration
Elaine Summerfield
Elaine SummerfieldDirector of Philanthropy
Chase Hill, CFP®
Chase Hill, CFP®Director of Client Services & Lead Advisor
Marshall Chambers, CFA
Marshall Chambers, CFALead Advisor
Cary Baronian, CFA
Cary Baronian, CFADirector of Research
Catrice Taylor, PHR, SHRM-CP
Catrice Taylor, PHR, SHRM-CPHuman Resources & Finance Manager
Takisha Smith Robinson
Takisha Smith RobinsonPortfolio Operations Manager
Sarah Remo Simmer, CFP®, CPA
Sarah Remo Simmer, CFP®, CPASenior Wealth Advisor
Meagan Roberts, CPA
Meagan Roberts, CPASenior Wealth Advisor
Jack Lowe, CFP®
Jack Lowe, CFP®Wealth Advisor
Charlotte Fox
Charlotte FoxWealth Advisor
Kristen Barnes, CFP®
Kristen Barnes, CFP®Wealth Advisor
Daniel Rowe
Daniel RoweWealth Planning Associate
Michael Kelly
Michael KellyWealth Planning Associate
Petra Coffey, CPA
Petra Coffey, CPATax Manager
Alyssa Finchum
Alyssa FinchumTax Specialist & Philanthropy Associate
Trey Childers
Trey ChildersResearch Associate
Kaitlyn Renken
Kaitlyn RenkenTrading & Portfolio Operations Associate
Sharon Porter
Sharon PorterSenior Portfolio Operations Associate
Natalie Jones
Natalie JonesPortfolio Operations Associate
Brenda Wright
Brenda WrightFinance Associate
Patricia Himes
Patricia HimesClient Administrator & Marketing Specialist
Glenna Chung
Glenna ChungAdministrative Associate
Mykaella Rhame
Mykaella RhameAdministrative Associate
Eddie Phillips
Eddie Phillips Consultant, Private Investments