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Meet Our Team

Team photo

Samuel E. Arthur CFP®, RICP®

Private Wealth Advisor

F. Mackey Schneider CFA®, MBA

Private Wealth Advisor

Mark A. Mascarenhas CIMA®

Private Wealth Advisor and Director of Investments

Benjamin L. Glassman CFP®, RICP®, AEP®

Private Wealth Advisor and Director of Financial Planning

Lily Seward CFP®

Associate Wealth Management Advisor

Alexander D. W. Hamilton

Associate Wealth Management Advisor

Daniel J. Wisted CLU®, ChFC®, CLTC®

Financial Advisor

Mark C Fletcher MBA, CLTC®

Associate Wealth Management Advisor

Kenneth Graham RICP®

Investment and Planning Associate

Camille Walker CLTC®

Insurance Operations Associate

Shannon Wayne CLTC®

Client Service Associate

Brett Mangum

Client Experience Manager