Our Team

Get to know us!

We have an experienced and dedicated team with a variety of areas of expertise. We all work with the same goal in mind—create the best possible experience for our clients.

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Steven Finerty, JD, CFP
Chairman and CEO
Tom O'Meara, AIF®
Vice Chairman
Deb Brandenberg
Executive Assistant
Ward Brown
Director of Portfolio Engagement
Kenneth H. Crawford
Portfolio Manager
Corey Chambliss
Operations Specialist II
Jed Ellerbroek, Jr., CFA
Portfolio Manager
Logan Finerty, CFP, CFA
Director of Private Wealth
Angela Flores
Client Service Specialist
Scott Harrison, CFA
Portfolio Manager
Laurie Hayek
Chief Compliance Officer
Jayme Herbstreit
Director of Operations
Madeline LaVelle
Marketing and Design Lead
Andrew Lewellen
Accounting Manager
Emily McCrary
Executive Assistant
Kirk McDonald, CFA
Portfolio Manager & Senior Research Analyst
Ruth Menz
Operations Specialist
Thomas Moody CIMA®
Director of Intermediary Sales
Parker Moses, CFA
Research Analyst
Trenton Paluczak
Director of Strategy and Brand
Denise Pearman
Managing Director of Distribution
Krystal Proctor
Director of Client Service
Brian Reynolds, CFA
Senior Research Analyst
Peter Roy, CFA
Portfolio Manager
Steven K. Smith, CFA
Senior Research Analyst
Michelle Washburn
Bill Weeks, Ph.D., CFA
Senior Research Analyst, Quantitative