Christopher Williams, CFP®
Christopher Williams collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.
Andrew Bass
Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.
Kelly Wellborn, CFP®
Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.
Brittany Knight, FPQP®
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.
BJ Whittaker
BJ Whitaker oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2001.
Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®
Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.
Erik Hickman
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
Erik O’Neal, CFP®, CIMA®
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Sarah Ryder
Sarah Ryder manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2016.
Garrett Spangler, JD, LLM
Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.