Meet The Team
Our Wealth Advisors have an exceptional amount of technical expertise in wealth management and financial strategy. We understand the impact it has on every aspect of each Client’s life, and we always lead with our Clients’ best interests and goals in mind.
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KEVIN S. GRAY
CHIEF EXECUTIVE OFFICER
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MICHAEL J. MESS
CHIEF FINANCIAL OFFICER
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JOHN ROGERS
PRESIDENT & COO
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KEVIN BOUTWELL, CFP®, CIMA®
WEALTH ADVISOR & PARTNER
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MICHAEL COLLOPY, CFP®, CIMA®
WEALTH ADVISOR & PARTNER
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MATTHEW G. HARWELL
WEALTH ADVISOR & PARTNER
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C. LEE LISCOM, CFA®, CKA®
WEALTH ADVISOR & PARTNER
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M. HANNAH LISCOM
CLIENT RELATIONSHIP MANAGER
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BEN MATZELL
CLIENT RELATIONSHIP MANAGER
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JOHN RINKER, CFP®
CLIENT RELATIONSHIP MANAGER
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LISA MONELLO
EXECUTIVE ADMINISTRATOR
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ALYSSA SPENCE
HEAD OF MARKETING
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