meet

our team
Brad T. Vineyard
CFP®, CPWA®
Managing Director | CEO | Partner
Andy Evans
President, Wealth Management | Partner
Steve Zurlis
Executive Director | Partner
Owen McCabe
CIMA®
Chief Compliance Officer CCO | Executive Vice President
John Darden
Partner
Roddy Warren
CFP®, CRC®
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 Hoffmann
client associate
Amy Simkins
Executive Private Markets Associate
Linsay Swartz
Senior Administrative Manager
Liz Wolff
Senior Client Associate
Jill Tucker
Senior Administrative Manager
Rebekah Adams
Business Development Associate
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