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 23 years of experience
  • In addition to undergraduate and masters degrees, our team has earned over 23 industry designations such as CFA, CPA, CFP®, CRPC®, AEP and more.

Lynn Araujo, CFP®

Client Advisor

Brian Bonewitz, CFA

Portfolio Manager

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

Mary Lou Daly, CPA, CFP®

Director of Planning,
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

Benjamin Mellman

Senior Analyst – FPA Queens Road Funds

Brittney Miller

Client Service Associate

Jen Muckley, CFP®, AEP®, CTFA®

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

Maddy Paladino

Special Projects Coordinator

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

Melissa Smith

Assistant Office Manager

Heather Sule

Client Service Associate

Debbie Taylor

Client Experience Officer

Beth A. Tumblison

Portfolio Analyst

Adria Viscardi, FPQP™

Client Service Associate