Relationship Managers
W. Robert Newell, President![]() |
Richard P. Blankenship, CFA, Principal![]() |
M.S. (Brick) Brown, III, CFP®, Principal![]() |
Joseph B. Fox, IV, CFA, CFP®, Principal![]() |
Andrew E. James, Principal![]() |
Charles O. Mahaffey, AIF®, Principal![]() |
Colin J. Bates![]() |
Joshua C. Turner![]() |
Michael Monahan![]() |
Client Portfolio Strategists
Roger C. Eubanks![]() |
Johns N. Ellington, CFA![]() |
Matthew K. Inman, CFA, CFP®![]() |
Client Service Associates
Lori A. Bowers-Lennard![]() |
Margaret E. Latta ![]() |
Trust Team
Merlin C. Kreiser, Jr. (Mert), CPA![]() |
Kate M. Bacon, CTFA![]() |
Jill W. Thompson![]() |
Blake Lawson, CTFA![]() |
Family Office Team
Merlin C. Kreiser, Jr. (Mert), CPA![]() |
Colin J. Bates![]() |
Jeanine M. DeWeese ![]() |
Cathy A. Gaughran![]() |