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

Senior Client Associate

Meet our team

Anita Bost

Anita Bost

Vice President, Certified Financial Planner ™

Steve Clarke

Steve Clarke

Managing Director, Certified Investment Management Analyst™

Liz Dedman

Liz Dedman

Client Associate

Ben Gurley

Ben Gurley

Director, Certified Financial Planner ™

Sarah Harris

Sarah Harris

Trust Advisor

Wes Kaufman

Wes Kaufman

Managing Director, Certified Financial Planner™

Sid Martin

Sid Martin

Managing Director

Tricia Mustico

Tricia Mustico

Senior Client Associate

Susan Norfleet

Susan Norfleet

Director of Tax Advice, Certified Public Accountant

Kathryn Pruitt

Kathryn Pruitt

Senior Client Associate

Doug Dorsey

Doug Dorsey

Executive Vice President

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