James Teegarden - President

JIM TEEGARDEN

CEO

Anthony Harrigan

G. ANTHONY HARRIGAN

CHIEF IMPACT OFFICER

Paula Elrod - Director Client Relations

PAULA ELROD

DIRECTOR | INVESTMENT OPERATIONS

PETER NESBITT

DIRECTOR | OPERATIONS

CLAIRE TEEGARDEN

CLIENT RELATIONS COORDINATOR

GARRETT TRACHT

WEALTH ADVISOR

ZANDER HARRIGAN

MARKETING & OPERATIONS COORDINATOR

JASON WEICHBRODT

WEALTH ADVISOR