Our Team

• Timothy L. Bambauer

  Managing Partner / Portfolio Manager

• Stephen E. Wilson, CFA

  Managing Partner / Portfolio Manager

• Deems May

  Partner / Client Advisor

• Leila Evans, CFP ®

  Partner/Client Advisor

• Brooks Carey

  Principal / Client Advisor

• Laura C. Richards, CFP ®

  Principal / Planning & Fiduciary Advisor

• Kristin N. Lewis, CFP ®

  Planning & Fiduciary Advisor

• Brandon R. Phillips

  Chief Compliance Officer/ Operations Manager

• Amanda D. Hogan

  Associate / Associate Client Advisor

• Peter L. Jespersen

  Associate / Associate Portfolio Manager