We’ve assembled a strong team of people with the knowledge and experience to give you expert advice and take good care of you.

  • Our Client Advisory Team averages 25 years of experience
  • Our Investment Committee averages 24 years of experience
  • In addition to undergraduate and masters degrees, our team has earned over 25 industry designations such as CFA, CPA, CFP®, CRPC®, AEP and more.

Evan Anderson, CPA, CFP®

Director of Advice, Client Advisor

Lynn Araujo, CFP®

Client Advisor

J. Frank Bragg Jr.

Founder,
Chairman Emeritus

John F. Bragg III, CFP®

VP,
Client Advisor

Phillips M. Bragg, CFP®, AEP®

VP,
Director of Estate & Charitable Planning

Anthony Bykovsky, CFA

Portfolio Manager

Dawn M. Cannon, CPA

Chief Compliance Officer

George W. Climer III, CFP®

Director of Market Strategy, Client Advisor

Matt DeVries, CFA

Portfolio Manager

Crystal Draper, FPQP™

Client Service Associate

Kermeka Ferguson

Client Service Associate

Stephanie Higgins

Office Manager

Marta Keiser

Financial Planning Analyst

Lauren Klaiber, CFA

Portfolio Manager

Sheena Lopez

Client Service Associate

Waverly McConnell

Client Service Associate

Benjamin Mellman

Senior Analyst – FPA Queens Road Funds

Jen Muckley, CFP®, AEP®, CTFA®

Chief Operating Officer, Director of Family Office Services, Client Advisor

Meghan Paladino

Senior Content Designer

Grace Pharr

Service Team Associate

Heather Pitman, FPQP™

Director of Client Service

Nichole Rhoads

Client Service Associate

T. Ben Rose, CFA, CFP®, AIF®

Director of Portfolio Management

Taylor Saenz

Assistant Office Manager

Steven H. Scruggs, CFA

Portfolio Manager – FPA Queens Road Funds

Emily Rose Sheffield

Financial Planning Analyst

Debbie Taylor

Client Experience Officer

Beth A. Tumblison

Portfolio Analyst

Adria Walden, FPQP™

Client Service Associate