Loading...
Team2019-02-28T16:37:18+00:00

Put our passion to work for you.

Though we are a diverse team of Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®) and Certified Public Accountants (CPA)—we all have one thing in common, and that’s a passion for helping our clients fulfill their purpose.

We are always investing in professional training and development to ensure that the minds behind your portfolio are the best of the best—able to deliver the expertise and creativity it takes to build brighter futures.

Dee Ann Remo, CFP®, PFS, CPA
Dee Ann Remo, CFP®, PFS, CPAFounder, CEO and Managing Director
John G. Jordan, III, CFA
John G. Jordan, III, CFAChief Investment Officer and Chief Compliance Officer
Chase Hill, CFP®
Chase Hill, CFP®Director of Client Services & Lead Advisor
Marshall Chambers, CFA
Marshall Chambers, CFALead Advisor
Jonathan Fortin
Jonathan FortinTax Director
Catrice Taylor, PHR, SHRM-CP
Catrice Taylor, PHR, SHRM-CPHuman Resources & Administration Manager
Dennis Song
Dennis SongLead Advisor
Cary Baronian, CFA
Cary Baronian, CFAResearch Manager
Takisha Smith
Takisha SmithPortfolio Operations Manager
David W. Roberts II, CPA
David W. Roberts II, CPATax Manager
Petra Coffey, CPA
Petra Coffey, CPASenior Tax Associate
Alyssa Finchum
Alyssa FinchumSenior Client Service Associate
Sarah Remo Simmer, CPA
Sarah Remo Simmer, CPASenior Client Service Associate
Danielle Wyatt
Danielle WyattClient Service Associate
Jack Lowe, CFP®
Jack Lowe, CFP®Client Service Associate
Sarah Wunschel, CPA
Sarah Wunschel, CPATax Associate
Trey Childers
Trey ChildersResearch Associate
Gabrielle Taliaferro
Gabrielle TaliaferroBookkeeper & Bill Pay Specialist
Joshua Togger
Joshua ToggerTrading & Portfolio Operations Associate
Sharon Porter
Sharon PorterTrading & Portfolio Operations Associate
Tivoli Pleasants
Tivoli Pleasants Finance & Human Resources Associate
Natalie Jones
Natalie JonesClient Service Administrator
Tamika Terry
Tamika TerryTax Administrator
Patricia Himes
Patricia HimesAdministrative Assistant