Broker Check

Our People

Jack Russell

Jack Russell

Founding Partner, CEO

David Dowell

David Dowell

Senior Partner, COO

Justin Sautter

Justin Sautter

Senior Partner, Wealth Manager

Ford Lankford

Ford Lankford

Wealth Manager

Brian McKeown

Brian McKeown

Wealth Manager

Keith Day

Keith Day

Financial Analyst

Debra Walter

Debra Walter

Director of Client Services

Jeff Lehmann

Jeff Lehmann

Director of Operations

Yvonne Matheny

Yvonne Matheny

Administrative Assistant

Kali Jakobi

Kali Jakobi

Director of Marketing

Jonathan Brown

Jonathan Brown

Finance Intern

Kim Parsons

Kim Parsons

Client Services Associate

Laura Deignan

Laura Deignan

Marketing Intern