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

Rachael Brown

Rachael Brown

Associate, Relationship Management

Brian M. Cann, CFA

Brian M. Cann, CFA

Director, Wealth Advisor

Steve Clarke, CIMA®

Steve Clarke, CIMA®

Managing Director, Wealth Management

Liz Dedman

Liz Dedman

Director, Office Management & Client Service

Doug Dorsey

Doug Dorsey

Executive Vice President

Ben Gurley, CFP®

Ben Gurley, CFP®

Managing Director, Wealth Management

Sarah Harris, CFP®

Sarah Harris, CFP®

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

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