OUR Team

This is us.

With over 100 years of collective wealth management experience, we share a commitment to being responsive, accountable, and thoughtful.

“I enjoy interacting with our clients every day. I want them to feel comfortable and confident in the job I do and the service I provide.”

Tricia Mustico

Director, Trading & Client Service

Meet our team

Anita Bost, CFP®

Anita Bost, CFP®

Director, Compliance

Steve Clarke, CIMA®

Steve Clarke, CIMA®

Managing Director, Wealth Management

Liz Dedman

Liz Dedman

Director, Office Management & Client Service

Ben Gurley, CFP®

Ben Gurley, CFP®

Managing Director, Wealth Management

Sarah Harris

Sarah Harris

Director, Wealth & Trust Advisor

Wes Kaufman, CFP®

Wes Kaufman, CFP®

Managing Director, Wealth Management

Sid Martin

Sid Martin

Managing Director, Wealth Management

Tricia Mustico

Tricia Mustico

Director, Trading & Client Service

Susan Norfleet

Susan Norfleet

Director of Tax Advice, Certified Public Accountant

Kathryn Pruitt

Kathryn Pruitt

Director, Client Service

Doug Dorsey

Doug Dorsey

Executive Vice President

Rachael Brown

Rachael Brown

Associate, Relationship Management

The screen is just a place to start. Let’s get together.