warren-barnett

Warren Barnett

Founder, President, and Portfolio Manager

Carter Y. Hansard, CFP®

Carter Y. Hansard, CFP®

Financial Planner and Portfolio Manager.

yvonne-hobbs

Yvonne Hobbs

VP of Operations

warren-barnett

Clay Crumbliss, CFA

Portfolio Manager & Research Analyst

Carter Y. Hansard, CFP®

Jessica Bingham

Executive Assistant

yvonne-hobbs

Elizabeth Murphy-Spivey

Business Manager and Administrative Assistant