Team
As an independent RIA and fiduciary, we strive to be trusted advocates who are here to guide your family with precise knowledge, unparalleled customer service and distinguished care. Your family will be served directly by our team members who work together to design custom wealth strategies, streamline complex processes and coordinate your family's financial affairs.
Brad T. Vineyard, CFP®, CRPC®
Managing Director
Partner
Partner
Andy Evans
Partner
Steve Zurlis
Partner
Mark A. Filardi
Partner
Candy Hawkins
Partner
Bob Holland
Partner
Gail Carrion
Partner
John Darden
Vice President
Owen T. McCabe, CIMA®
Vice President
Linsay Swartz
Administrative Manager
Jill Tucker
Vice President
Senior Business Manager
Senior Business Manager
Cindy Jacobson
Senior Account Administrator