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Meet the Team
Senior Management
Investment & Client Advisory
Operations
Administration
Senior Management
James E. Braden, CPA
Smith A. Brownlie III, CPA
Blake M. Cameron
James C. Garnett
Elizabeth A. B. Hatfield
Frederick W. Wahl, Jr., CFA, CIMA
Investment & Client Advisory
Katherine R. B. Broyles, CPA
Ryan M. Childress
Tyler L. Dodd, CPA
Courtney H. Faison
Miles N. Goodman, CPA
Rachel A. Keiser, CPA
Hiba A. Khan, CFA, FMVA
C. Elise Sosebee, CPA
Ethan L. Voit
Operations
Benjamin J. Ackley
J. Carter Brownlie
Sarah Johnson
Tracy C. Lymos
Ashlee M. Mitchell
Administration
Karen L. Hyles
Megan E. London
Careers
Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.
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