Meet the Team

Our advisors and support staff are dedicated to enhancing your life and simplifying the complexities of financial freedom. We believe one of our fundamental roles is to help ensure our clients’ long-term goals and expectations are not only met, but exceeded.

David H. Kraft, MBA

Private Wealth Financial Advisor
Managing Director - Investments

John H. Wick, IV

Private Wealth Financial Advisor
Managing Director

Hill C. Mallory III

Senior Financial Advisor
First Vice President - Investments

Mark Goodstein

Managing Director - Investments
PIM Portfolio Manager

Beverly Guthrie

Senior Registered Client Associate
Vice President

Leigh Ann Horgan

Client Associate

Asheena Bell

Senior Marketing Associate