Company Profile › Our People

Jack Russell

Founding Partner, CEO Read Bio

David Dowell

Senior Partner, COO Read Bio

Justin Sautter

Senior Partner, Wealth Manager Read Bio

Ford Lankford

Wealth Manager Read Bio

Brian McKeown

Wealth Manager Read Bio

Keith Day

Financial Analyst Read Bio

Anne Rogers Gregory

Wealth Manager Read Bio

Debra Walter

Director of Client Services Read Bio


Director of Operations Read Bio

Yvonne Matheny

Administrative Assistant Read Bio

Kali Jakobi

Director of Marketing Read Bio

Robin Matlock

Client Service Professoinal Read Bio

Brooklynn Robertson

Marketing Intern Read Bio