BACK
Bonnie Green

Bonnie
Green

Office Assistant

Jason Fertitta

Jason Fertitta

Chief Executive Officer / Partner
Full Bio >
Ronald E. Thacker

Ronald E. Thacker

Managing Director / President
Full Bio >
Robert Wellington

Robert Wellington

CFO / Partner
Full Bio >
Billy Busch

Billy Busch

Managing Director / Partner
Full Bio >
Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Partner
Full Bio >
Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Partner
Full Bio >
David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer
Full Bio >
Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer
Full Bio >

Team

Tomiko Arthur

Tomiko Arthur

Relationship Specialist
Full Bio >
Benjamin Athens

Benjamin Athens

Associate Vice President / Portfolio Manager
Full Bio >
Fatina Benjamin

Fatina Benjamin

Associate Vice President / Director of Human Resources
Full Bio >
Madison Broyles

Madison Broyles

Private Wealth Advisor
Full Bio >
Sheena Busch

Sheena Busch

Director of Marketing
Full Bio >
Gabe Cassell

Gabe Cassell

Private Wealth Advisor
Full Bio >
Melissa Giles, CFP®

Melissa Giles, CFP®

Associate Vice President / Director of Portfolio Management
Full Bio >
Bonnie Green

Bonnie Green

Office Assistant
Full Bio >
Shannon Griffin

Shannon Griffin

Associate Vice President / Director of Office Management
Full Bio >
Kirgan Hopkins

Kirgan Hopkins

Analyst
Full Bio >
Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
Full Bio >
Michael Mithoff

Michael Mithoff

Managing Director / Head of Private Equity
Full Bio >
Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
Full Bio >
Lynne Russell

Lynne Russell

Relationship Specialist
Full Bio >
Joe Savery

Joe Savery

Private Wealth Advisor
Full Bio >
Paul Schaufele

Paul Schaufele

Private Wealth Advisor
Full Bio >
Johnathan Schnitzer

Johnathan Schnitzer

Private Wealth Advisor
Full Bio >