Professionals

William H. Smith, CFP®

President & CEO,
Wealth Advisor,
Principal

Leah Jane Barnwell, CRPC®

Project Manager

W. Michael Bridgeman, CFIRS™, CFP®

Compliance Officer

Brandon I. Cook

Operations Officer

Nik Dimov

Tax Associate

G. Walker Douglas, J.D.

Wealth Analyst

Jay D. Eich, CFP®, CPA

Wealth Advisor, Principal

Anna Kate Fuller

Administrative Manager

Jonathan S. Henry, CFP®, CPA

Wealth Advisor, Principal

Matthew E. Hornaday, CPA

Chief Operating Officer,
Wealth Advisor, Principal

Kara Kessinger, PFS

Tax Director

Mary K. Mabon

Administrative Manager

William V. McPherson, III

Operations Manager

Kyle Midyette

Fiduciary Officer

Scott A. Millikan, CPA

Tax Manager

Kyle A. Minges, CPA

Investment Associate

Nina M. Smith

Client Services Officer

William H. Noble, AIF®

Director of Client Development, Principal

Lou M. Nunn

Client Services Manager

Shelly Oh

Tax Associate

Mitchell H. Paul, CPA

Wealth Advisor, Principal

Monika Pearson

Administrative Manager

Leslie M. Pope

Client Services Officer

Cathy J. Smith

Operations Officer

Lindsey S. Stetson, CFP®

Associate Wealth Advisor

Christopher N. Sutherland, CPA

Wealth Advisor, Principal

Bradley V. Sutton

Director of Operations, Principal

Daniel L. Tolomay, CFA

Chief Investment Officer, Principal

Westray B. Veasey, J.D.

Fiduciary Counsel, Principal

Gail S. Williams

Client Services Officer

Wallace M. Williams, CPA

Chief Financial Officer, Principal