David Y. Millican

David Y. Millican IV

Founding Partner

Jeffrey T. Shaver

Jeffrey T. Shaver

Founding Partner

Joseph P. Young Jr.

Joseph P. Young Jr.

Founding Partner

Richard Artzi

Richard Artzi, CRPC®

Managing Director

Mark Bedner

Senior Managing Director

Troy A. Buder

Troy A. Buder, MBA

Managing Director

Evan Carter

Evan Carter, CFP®, MDiv

Private Wealth Advisor

Pat Chitwood

Pat Chitwood, CPA, ChFC, Ph.D

Senior Wealth Strategist

David Crook

David Crook

Global Economist

David Curry

David Curry, CFP®

Managing Director

Jennifer DeLoach

Jennifer DeLoach, CFP®

Chief Compliance Officer

Christopher Dennis

Chris Dennis

Client/Operations Manager - Houston

Catherine Dixon

Catherine Dixon

Client Relationship Manager

Stephen J. Ferencik

Stephen J. Ferencik

Managing Director

GREGORY FINK

President, Chief Executive Officer

Troy Florence

Troy Florence

Private Wealth Group

Bert Geiger

Bert Geiger

Managing Director

Morgan Geiger

Client Services Associate

R. David Haggard

R. David Haggard, CFA®

Senior Wealth Strategist

Thomas E. James, MBA

Senior Wealth Strategist

Karen M. Japngie

Karen M. Japngie

Managing Director

Liz Davenport

Liz McCall

Director of Operations

Danny L. Moore

Danny Moore, CFP®, MBA

Senior Wealth Strategist

Matt Norris

Matt Norris

Retirement Consultant

Lillian M. Yarborough Patrikios

Lillian M. Patrikios

Operations Manager-Raleigh/Durham

Laura Peabody

Laura Peabody

Senior Client Relationship Manager

Fernando Perez

Fernando PĂ©rez, MBA

Portfolio Manager

Tamieka Perkins

Tamieka Perkins, RP®

Finance Coordinator

Kevin Rainwater

Kevin Rainwater

Retirement Consultant

Alex Reffett

Alex Reffett

Private Wealth Advisor/Retirement Specialist

Greg Silberman

Greg Silberman, CFA®, CAIA®, CA(SA)

Chief Investment Officer

Ross Sims

Ross Sims, AIF®

Retirement Consultant

Elizabeth Sorrells

Elizabeth Sorrells

Managing Director

George Stark

George Stark, MBA

Vice Chairman/Stark Capital Management

Frank Tamplin

Frank Tamplin

Private Wealth Group

Mark Thompson

Mark Thompson, RFC, CFS

Managing Director

Sarah Wattles

Client Relationship Manager

Donna Zarrabi

Operations Assistant