A Dedicated Team of Experts
Here to help you achieve your
financial goals.
Our Sales & Services Team
- All
- Lexington Office
- Pittsburgh Office
Kevin Avent, CFP®, AIF®
Managing Director of Wealth Management
Billy Lanter, CFP®, CTFA, ATFA, AIF®
Fiduciary Investment Advisor & Director of Sales
Justin Morgan, QPFC, QPA, QKA, AIFA®
FIA & Director - Fiduciary Consulting
Michael Samford
Fiduciary Investment Advisor & Director of Investment Solutions
Mero J. Capo
SVP & Sr. Retirement Investment Consultant
Glen O’Connor
Fiduciary Investment Advisor
Patrick Meyer, MBA, JD, CFP®, AIF®, CTFA
Senior Fiduciary Investment Advisor
Angela Coleman, MBA, AIF®, CFP®
Fiduciary Investment Advisor
John Deglow, CFP®, AIF®
Fiduciary Investment Advisor
Andrew Mason, CFP®, AIF®
Fiduciary Investment Advisor
Elizabeth Brown, AAMS®, AIF®
Associate Advisor
Abby Vaughn, AIF®
Business Development Director
Christopher Anderson, CPA®, AIF®
Business Development Director
Sandy Merrick
Senior Trust Administrator
Katelyn Operle
Client Administrative Assistant
Zack Rottinghaus
Client Administrative Assistant
Jaime Verba
Office Administrator