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 26 years of experience
  • Our Investment Committee averages 23 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®

President; Client Advisor

Lynn Araujo, CFP®

Client Advisor

J. Frank Bragg Jr.

Founder; Chairman Emeritus

John F. Bragg III, CFP®

Principal; Client Advisor

Phillips M. Bragg, CFP®, AEP®

Principal; Client Advisor

Benton S. Bragg, CFA, CFP®

Chief Executive Officer

Anthony Bykovsky, CFA

Portfolio Manager

Dawn M. Cannon, CPA

Chief Compliance Officer

Jeremy Clayton, CFA

Wealth Planner

George W. Climer III, CFP®

Chief Marketing Officer; Client Advisor

Matt DeVries, CFA

Portfolio Manager

Crystal Draper, FPQP™

Client Service Associate

Kermeka Ferguson

Portfolio Specialist

Sheena Harrigan

Client Service Associate

Stephanie Higgins

Office Manager
Chris Kearney, CFA

Chris Kearney, CFA

Wealth Planner

Marta Keiser

Wealth Planner

Lauren Klaiber, CFA

Portfolio Manager

Jaclyn Marker

Service Team Associate

Waverly McConnell

Client Service Associate

Benjamin Mellman

Portfolio Manager–FPA Queens Road Small Cap Value Fund

Jen Muckley, CFP®, AEP®, CTFA®

Chief Operating Officer; Client Advisor

Meghan Paladino

Senior Content Designer

Grace Pharr

Administrative Assistant

Heather Pitman, FPQP™

Director of Client Service

Nichole Rhoads

Client Service Associate

T. Ben Rose, CFA, CFP®, AIF®

Director of Portfolio Management

Taylor Saenz

Client Service Associate

Marc Scavo, CFP®, CRPC®

Director of Advice; Client Advisor

Steven H. Scruggs, CFA

Portfolio Manager–FPA Queens Road Funds
Emily Rose Sheffield

Emily Rose Sheffield

Wealth Planner

Debbie Taylor

Director of Client Experience

Beth A. Tumblison

Portfolio Analyst

Adria Walden, FPQP™

Client Service Associate