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Our People

COMPANY PROFILE › OUR PEOPLE

JACK RUSSELL

Founding Partner, CEO

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DAVID DOWELL

Senior Partner, COO

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JUSTIN SAUTTER

Senior Partner, Wealth Manager

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FORD LANKFORD

Wealth Manager

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BRIAN MCKEOWN

Wealth Manager

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KEITH DAY

Financial Analyst

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ANNE ROGERS GREGORY

Wealth Manager

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DEBRA WALTER

Director of Client Services

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Jeff Lehmann

Director of Operations

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YVONNE MATHENY

Administrative Assistant

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KALI JAKOBI

Director of Marketing

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