OUR TEAM

John R. Armstrong, III

Financial Advisor, Senior Fixed Income Strategist

Maisha K. Bell

Portfolio Administrator

Greg Billings, CFA

Director of Systems Integration

Laura W. Brewer, Esq.

Principal, Financial Advisor

Brian P. Gallagher, CFP®

Financial Analyst

Clifford P. Haugen, CFA, MS

Principal, President, Financial Advisor

Alan F. Hinkle

Financial Advisor

Douglas B. Huntley, MBA, CPA

Principal, COO, Financial Advisor

Cory S. Jackmuff, MBA

Operations Specialist

Robert C. Johnson, Jr., CFA

Financial Advisor

Dean Karrash, CFP®, MBA, CPA

Principal, CFO, Financial Advisor

John T. Lawton

Principal, CEO, Financial Advisor

Stefanie J. Little

Chief Compliance Officer

Robb J. Parlanti, CFA

Financial Advisor

Elizabeth A. Whiteside

Administrator

Margaret S. Wingerd

Registered Portfolio Administrator

Jennifer B. Wirts

Portfolio Administrator
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500