People committed to growing and preserving your family wealth enterprise.
Andrew B. Adams, MBA
Founding Partner, Chief Enterprise Architect
Stephen Miles, CFP
Chief Global Strategist, Founding Partner
Michael Berry, ChFC
Partner, Head of Private Wealth
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Jon Campbell, CPA
Managing Director, Addicus Capital Advisors
Alexus Porter
Administrative Assistant
Amy Smith
Investor Relations Associate
Avery Williams
Executive Assistant to Drew Adams
Belinda Beason
Executive Assistant
Bryan Luecke
Director of Finance
Caleb Dunaway
Accounting Manager
Chelsea Boyd
Senior Legal Analyst
Dana Meagrow
Accounting Supervisor
Hallie Eble
Project Manager
Hilary Howell
Senior Manager of Solutions Architecture
Joe Milosch
Senior Analyst
Josh Quarles
Client Relationship Manager
Kevin Matson
Manager of Portfolio Advisory
Kirk Spencer
Staff Accountant
Krista Nicholas
Strategic Planning Coordinator
Lanair Baker
Senior Manager of Legal Operations
Lindsey Cruz
Manager of Private Wealth Operations
Lindsey Faust
Manager of Private Equity Operations
Mariana Mareno
Mary Alice West
Director of Marketing
Matt Keyser
Senior Director of Operations
Matthew King
Manager of Administration and Human Resources
Melissa Gilmour
Parker Smith, CPA
Director of Tax
Randy Long
River Morrow
Junior Analyst
Ron Applewhite, CPA
Director, Strategic Tax Services
Ryan Kelly
Solutions Architect
Sid Sekhar
Tarik Bilalgegovic
Director of Private Equity
Taylor Heal
Tripp Crane
Director of Addicus Capital Advisors
Tyler Dedam
Insurance Associate
Victoria Rodasta
