Meet our team of experienced investment professionals, each one dedicated to delivering the financial guidance you need, along with the high level of personal service you deserve.

J. McFerran Barr, II
Chairman

MEET MAC

Matthew W. Carper, CFA
Senior Vice President

MEET MATT

Tony H. Coffey
Executive Vice President

MEET TONY

Thomas A. Corea
Chief Executive Officer

MEET TOM

Andrea D. Frey, CTFA
Vice President

MEET ANDREA

Panayiota G. Jones
Vice President

MEET PIXY

Todd P. Lowe, CFA, CFP®
President

MEET TODD
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