Our Team

Our professional expertise is broad and deep in investment management, financial, retirement and estate planning. Our legal and accounting experience means we work alongside your accountants and lawyers to provide you with additional guidance and support.

Counselors

As reflected in the individual biographies below, our advisors have achieved distinction in law, accounting, and investment analysis. The core members of our investment team have achieved the Chartered Financial Analyst (CFA) designation.

David B. Rea
Dale M. Brown
Kenneth S. Jones
George G. Keener, IV
Mark I. Thompson
J.F. Goins III
Joseph K. McCaffrey
Lynwood E. Williams, III
J. Joyner Edmundson, Jr.
Matthew S. Simmons
Cooper A. Taylor
K. Shea Abernethy
Jeffrey C. Howard
William R. Watson
Robert T. Beach

Portfolio Management and Administration

James G. Welsh, III
Investment Analyst
(336) 768-7230
Susan Steadman
Susan Steadman
Director of Operations
Donna Anderson
Donna Anderson
Client Service Administrator
(336) 768-7230
Tammy Auman
Tammy Auman
Client Service Administrator
(336) 768-7230
Jess Emig
Jessica Emig
Client Service Administrator
(984) 219-2242
Debbie McMahan
Debbie McMahan
Client Service Administrator
(336) 768-7230
Amy Rabold
Amy Rabold
Client Service Administrator
(336) 768-7230
Angie Waugh
Angie Waugh
Client Service Administrator
(336) 768-7230