Meet The Team

meet

our team

Brad T. Vineyard

Managing Director | CEO | Partner

Andy Evans

President, Wealth Management | Partner

Steve Zurlis

Executive Director | Partner

Owen McCabe

Chief Compliance Officer CCO | Executive Vice President

John Darden

Partner

Roddy Warren

Executive Vice President

Bob Holland

Senior Wealth Manager | Partner

Gail Carrion

Director, Wealth Planning | Partner

Brandon Anderson

Vice President of Wealth Planning | Astra Stars

Madison Broyles

Executive Vice President

Mark A. Filardi

Director, FI Strategies | Partner

Christian Evans

Planning Associate

John Maness

EXECUTIVE WEALTH ADVISOR

Greg Coleman

executive vice president

Brooke Juden

director of marketing

Evan Hoffman

client associate

Amy Simkins

Client Associate

Linsay Swartz

Senior Administrative Manager

Liz Wolff

Senior Client Associate

Jill Tucker