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