We are a team of advisors,
for advisors.

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Our Team

Executive Team

P. David Soliman

Chief Executive Officer

Sarah Pais

Chief Officer of Compliance & Operations

Sean Kernan, CFP®

Chairman of Compliance, Managing Partner

Jean Paul Lagarde

Chief Investment Officer

Brandon Day, CFP®

Chief Market Strategist

Chad Atkins, CFP®, CRPC

Chief Business Acquisitions
 

W. Tyson Vanlandingham

Chief of Practice Management
 

Practice Managers and Support

Paige St. Martin

Director of Financial Planning

Jaron Miller

Retirement Plan Specialist

Brittany Hritz

Relationship Manager

Michael Thomas

Senior Portfolio Manager, Director of Research

Jason Duplantis

Jill Royal

Director of Compliance

Rhonda Fuller

Director of Operations

Maggie Hap

Compliance and Operations Analyst

Diann Irlbeck

Director of Client Services

Shana McHaffey, CFP®

Centralized Service Manager

Lia King

Office Manager

Matt Welsh, CFP®

Financial Planner
 

Tamra Gaines

Director of Marketing