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 24 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

Adria Fulton, FPQP™

Client Service Associate

Stephanie Higgins

Office Manager

Marta Keiser

Financial Planning Analyst,
Client Service Associate
Kara Kunz headshot

Kara Kunz

Client Service Associate

Jen Muckley, CFP®, AEP®, CTFA®

Director of Family Office Services,
Client Advisor

Heather Pitman, FPQP™

Director of Client Service

T. Ben Rose, CFA, CFP®, AIF®

Director of Portfolio Management

Steven H. Scruggs, CFA

Director of Research

Emily Rose Sheffield

Financial Planning Analyst,
Client Service Associate

Melissa Smith

Assistant Office Manager

Heather Sule

Client Service Associate

Debbie Taylor

Client Experience Officer

Beth A. Tumblison

Portfolio Analyst