About

Location

Meet Our Team

Chad M. Patton

Managing Director - Branch Manager
Fundamental Choice Portfolio Manager


Charles E. Hallam

Managing Director - Investments
Senior PIM Portfolio Manager


Kathryn Hallam, CFP, MBA

Vice President - Investment Officer
Financial Advisor


Becky Hill

Senior Registered Client Associate


Nina Silva

Client Associate


Paul J. Schmitz III

Managing Director - Investments


Marc Prda

First Vice President - Investments


Jessica Everitt

Senior Registered Client Associate


Matthew Hieber

Managing Director - Investments


Scott Matthews

First Vice President - Investment Officer


Nick Giorgio

First Vice President - Investment Officer


Christine O'Keefe

Senior Client Associate


Helen DeVito-Rexroat

First Vice President - Investments


Cathy Meads

Registered Client Associate


Kevin Hadawi

Vice President - Investments


Joseph Sholden

Managing Director - Investments


John Blassingame, Jr.

First Vice President
Fundamental Choice Portfolio Manager


Bob Landon

Vice President - Investment Officer


Kendall Inman

Registered Client Associate


Phil H. Nguyen, CFP, CPM

First Vice President - Investments
PIM Portfolio Manager


Jeffrey Downing

Vice President - Investments


Steven Shi

Senior Financial Advisor
Managing Director - Investments


David Gore

Associate Vice President - Investment Officer


David B. White

First Vice President - Investment Officer


Paul A. Morgan

Vice President - Investment Officer


John L. Maness

Financial Advisor


Rachel Nystrom

Client Associate